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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 | $5,634 | $44,425-87.3% | $67,834-91.7% | $55,167-89.8% |
| Participation rate | 26.0% | 59.7%-33.7pp | 68.8%-42.8pp | 69.0%-43.0pp |
| Annual return | 4.59% | 17.80%-13.2pp | 138.47%-133.9pp | 169.23%-164.6pp |
| Employer contribution / active EE | $0 | $1,351-100.0% | $2,403-100.0% | $1,963-100.0% |
| Participant deferral / active EE | $845 | $2,166-61.0% | $3,160-73.2% | $3,054-72.3% |
| Admin fee / account holder | $81 | $530-84.7% | $4,622-98.2% | $504-83.9% |