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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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $11,655 | $65,092-82.1% | $143,799-91.9% | $66,938-82.6% |
| Participation rate | 28.1% | 65.2%-37.2pp | 80.3%-52.3pp | 69.8%-41.8pp |
| Annual return | -17.66% | -11.14%-6.5pp | -0.04%-17.6pp | 1.58%-19.2pp |
| Employer contribution / active EE | $763 | $2,362-67.7% | $4,952-84.6% | $2,545-70.0% |
| Participant deferral / active EE | $1,535 | $2,920-47.4% | $5,638-72.8% | $4,238-63.8% |
| Admin fee / account holder | $48 | $502-90.5% | $14,677-99.7% | $594-92.0% |