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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 | $1,206 | $35,485-96.6% | $74,549-98.4% | $55,725-97.8% |
| Participation rate | 25.8% | 62.5%-36.8pp | 69.1%-43.4pp | 70.9%-45.1pp |
| Annual return | -5.54% | 0.72%-6.3pp | 32.53%-38.1pp | 244.93%-250.5pp |
| Employer contribution / active EE | $0 | $777-100.0% | $1,961-100.0% | $2,078-100.0% |
| Participant deferral / active EE | $130 | $2,181-94.0% | $3,108-95.8% | $3,356-96.1% |
| Admin fee / account holder | $14 | $114-87.8% | $5,059-99.7% | $115-87.9% |