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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 | $4,002 | $43,999-90.9% | $79,476-95.0% | $55,725-92.8% |
| Participation rate | 57.1% | 66.9%-9.9pp | 73.3%-16.3pp | 70.9%-13.8pp |
| Annual return | -5.01% | 1.81%-6.8pp | 718.21%-723.2pp | 244.93%-249.9pp |
| Employer contribution / active EE | $305 | $1,830-83.3% | $2,800-89.1% | $2,078-85.3% |
| Participant deferral / active EE | $509 | $2,538-80.0% | $3,704-86.3% | $3,356-84.8% |
| Admin fee / account holder | $25 | $118-78.7% | $5,113-99.5% | $115-78.3% |