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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.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $654 | $25,014-97.4% | $69,611-99.1% | $80,925-99.2% |
| Participation rate | 1.4% | 64.2%-62.8pp | 66.4%-65.0pp | 67.7%-66.2pp |
| Annual return | 18.78% | 19.08%-0.3pp | 101.14%-82.4pp | 35.65%-16.9pp |
| Employer contribution / active EE | $280 | $991-71.7% | $1,709-83.6% | $2,756-89.8% |
| Participant deferral / active EE | $547 | $1,840-70.3% | $2,891-81.1% | $4,299-87.3% |
| Admin fee / account holder | $451 | $2,491-81.9% | $4,696-90.4% | $6,940-93.5% |