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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $0 | - | - |
| Participation rate | 0.0% | 0.0%0pp | 0.0%0pp | 0.0%0pp |
| Annual return | 0.00% | 0.00%0pp | 4.83%-4.8pp | 0.00%0pp |
| Employer contribution / active EE | $6,412 | $8,729-26.5% | $3,286+95.1% | $8,729-26.5% |
| Participant deferral / active EE | $0 | $0 | $446-100.0% | - |
| Admin fee / account holder | $0 | $0 | - | - |