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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return 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.
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 | $8,243 | $65,092-87.3% | $143,799-94.3% | $66,938-87.7% |
| Participation rate | 68.7% | 65.2%+3.5pp | 80.3%-11.6pp | 69.8%-1.1pp |
| Annual return | -29.60% | -11.14%-18.5pp | -0.04%-29.6pp | 1.58%-31.2pp |
| Employer contribution / active EE | $1,347 | $2,362-43.0% | $4,952-72.8% | $2,545-47.1% |
| Participant deferral / active EE | $3,731 | $2,920+27.8% | $5,638-33.8% | $4,238-12.0% |
| Admin fee / account holder | $16 | $502-96.7% | $14,677-99.9% | $594-97.2% |