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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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $10,035 | $52,188-80.8% | $86,617-88.4% | $74,440-86.5% |
| Participation rate | 55.0% | 66.3%-11.3pp | 71.7%-16.7pp | 70.7%-15.7pp |
| Annual return | 15.44% | 44.46%-29.0pp | 591.91%-576.5pp | 34.37%-18.9pp |
| Employer contribution / active EE | $840 | $2,282-63.2% | $3,023-72.2% | $2,638-68.1% |
| Participant deferral / active EE | $1,610 | $3,383-52.4% | $4,437-63.7% | $4,529-64.5% |
| Admin fee / account holder | $3 | $319-99.0% | $5,613-99.9% | $348-99.1% |