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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $53,533 | $61,295-12.7% | $149,682-64.2% | $71,476-25.1% |
| Participation rate | 35.0% | 62.5%-27.5pp | 78.8%-43.8pp | 67.9%-32.9pp |
| Annual return | 14.03% | 35.86%-21.8pp | 134.35%-120.3pp | 28.85%-14.8pp |
| Employer contribution / active EE | $3,935 | $2,380+65.4% | $4,818-18.3% | $2,589+52.0% |
| Participant deferral / active EE | $2,694 | $2,918-7.7% | $5,681-52.6% | $4,290-37.2% |
| Admin fee / account holder | $0 | $1,262-100.0% | $13,210-100.0% | $1,587-100.0% |