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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.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $10,184 | $73,638-86.2% | $95,960-89.4% | $73,493-86.1% |
| Participation rate | 56.3% | 76.2%-19.9pp | 77.1%-20.8pp | 70.7%-14.4pp |
| Annual return | 43.64% | 16.78%+26.9pp | 91.63%-48.0pp | 28.51%+15.1pp |
| Employer contribution / active EE | $1,043 | $1,863-44.0% | $2,541-59.0% | $2,270-54.0% |
| Participant deferral / active EE | $2,145 | $3,617-40.7% | $4,167-48.5% | $3,740-42.7% |
| Admin fee / account holder | $29 | $482-93.9% | $6,797-99.6% | $513-94.3% |