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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.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $15,262 | $34,634-55.9% | $77,096-80.2% | $64,819-76.5% |
| Participation rate | 19.5% | 49.8%-30.3pp | 67.9%-48.4pp | 71.5%-51.9pp |
| Annual return | -14.43% | -5.31%-9.1pp | 42.35%-56.8pp | 32.84%-47.3pp |
| Employer contribution / active EE | $36 | $1,385-97.4% | $2,814-98.7% | $2,507-98.6% |
| Participant deferral / active EE | $670 | $2,553-73.8% | $4,429-84.9% | $4,311-84.5% |
| Admin fee / account holder | $11 | $178-93.6% | $5,428-99.8% | $188-93.9% |