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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $3,770 | $46,745-91.9% | $60,547-93.8% | $52,331-92.8% |
| Participation rate | 35.0% | 58.6%-23.5pp | 68.0%-32.9pp | 68.1%-33.1pp |
| Annual return | -9.38% | 0.61%-10.0pp | 335.64%-345.0pp | 4.54%-13.9pp |
| Employer contribution / active EE | $392 | $1,259-68.9% | $2,419-83.8% | $1,882-79.2% |
| Participant deferral / active EE | $1,582 | $2,145-26.3% | $3,328-52.5% | $3,022-47.7% |
| Admin fee / account holder | $63 | $537-88.3% | $4,536-98.6% | $592-89.4% |