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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer 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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $703 | $37,463-98.1% | $77,096-99.1% | $66,938-99.0% |
| Participation rate | 10.0% | 52.9%-42.9pp | 67.9%-57.9pp | 69.8%-59.8pp |
| Annual return | 0.00% | -3.25%+3.2pp | 42.35%-42.3pp | 1.58%-1.6pp |
| Employer contribution / active EE | $70 | $1,535-95.4% | $2,814-97.5% | $2,545-97.2% |
| Participant deferral / active EE | $0 | $2,621-100.0% | $4,429-100.0% | $4,238-100.0% |
| Admin fee / account holder | $0 | $568-100.0% | $5,428-100.0% | $594-100.0% |