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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant 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 | $953 | $34,242-97.2% | $76,518-98.8% | $75,289-98.7% |
| Participation rate | 32.6% | 43.9%-11.3pp | 68.0%-35.4pp | 72.4%-39.8pp |
| Annual return | 0.00% | -0.98%+1.0pp | -0.27%+0.3pp | -0.04%0pp |
| Employer contribution / active EE | $0 | $975-100.0% | $2,647-100.0% | $2,405-100.0% |
| Participant deferral / active EE | $209 | $1,872-88.9% | $3,836-94.6% | $3,739-94.4% |
| Admin fee / account holder | $4 | $112-96.7% | $4,849-99.9% | $102-96.4% |