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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $9,350 | $35,485-73.7% | $74,552-87.5% | $55,725-83.2% |
| Participation rate | 11.2% | 62.5%-51.3pp | 69.1%-57.9pp | 70.9%-59.7pp |
| Annual return | -9.15% | 0.72%-9.9pp | 32.53%-41.7pp | 244.93%-254.1pp |
| Employer contribution / active EE | $201 | $777-74.1% | $1,961-89.7% | $2,078-90.3% |
| Participant deferral / active EE | $499 | $2,181-77.1% | $3,108-84.0% | $3,356-85.1% |
| Admin fee / account holder | $34 | $114-70.2% | $5,060-99.3% | $115-70.4% |