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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 | $18,896 | $63,114-70.1% | $92,915-79.7% | $65,186-71.0% |
| Participation rate | 46.7% | 68.8%-22.1pp | 76.0%-29.3pp | 70.2%-23.5pp |
| Annual return | 19.47% | 28.75%-9.3pp | 109.45%-90.0pp | 29.39%-9.9pp |
| Employer contribution / active EE | $0 | $2,571-100.0% | $3,653-100.0% | $2,177-100.0% |
| Participant deferral / active EE | $537 | $3,108-82.7% | $4,238-87.3% | $3,514-84.7% |
| Admin fee / account holder | $57 | $624-90.8% | $5,796-99.0% | $847-93.2% |