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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant 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.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $785,698-100.0% | $694,382-100.0% | $554,306-100.0% |
| Participation rate | 0.0% | 79.2%-79.2pp | 77.1%-77.1pp | 84.6%-84.6pp |
| Annual return | 13.33% | 9.34%+4.0pp | 9.66%+3.7pp | 10.47%+2.9pp |
| Employer contribution / active EE | $2,402 | $27,225-91.2% | $25,660-90.6% | $25,289-90.5% |
| Participant deferral / active EE | $5,364 | $1,297+313.5% | $1,431+274.9% | $3,690+45.4% |
| Admin fee / account holder | $0 | $18,173-100.0% | $15,543-100.0% | $49,540-100.0% |