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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.
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 | $43,691 | $64,176-31.9% | $112,249-61.1% | $66,938-34.7% |
| Participation rate | 41.1% | 68.4%-27.3pp | 75.1%-33.9pp | 69.8%-28.7pp |
| Annual return | -14.11% | -13.80%-0.3pp | 27.48%-41.6pp | 1.58%-15.7pp |
| Employer contribution / active EE | $935 | $3,007-68.9% | $3,636-74.3% | $2,545-63.3% |
| Participant deferral / active EE | $1,316 | $3,694-64.4% | $4,729-72.2% | $4,238-68.9% |
| Admin fee / account holder | $203 | $626-67.6% | $6,412-96.8% | $594-65.8% |