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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 | $4,522 | $37,134-87.8% | $100,671-95.5% | $52,331-91.4% |
| Participation rate | 25.4% | 57.7%-32.2pp | 70.7%-45.3pp | 68.1%-42.7pp |
| Annual return | -15.04% | 0.10%-15.1pp | 20.43%-35.5pp | 4.54%-19.6pp |
| Employer contribution / active EE | $0 | $1,187-100.0% | $4,012-100.0% | $1,882-100.0% |
| Participant deferral / active EE | $1,262 | $2,163-41.6% | $3,144-59.8% | $3,022-58.2% |
| Admin fee / account holder | $131 | $467-72.0% | $4,850-97.3% | $592-77.9% |