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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 | $4,795 | $47,977-90.0% | $154,111-96.9% | $56,287-91.5% |
| Participation rate | 26.3% | 66.2%-39.9pp | 83.0%-56.7pp | 69.9%-43.5pp |
| Annual return | -5.45% | 3.54%-9.0pp | 735.18%-740.6pp | -9.96%+4.5pp |
| Employer contribution / active EE | $0 | $2,169-100.0% | $5,298-100.0% | $2,111-100.0% |
| Participant deferral / active EE | $384 | $2,392-84.0% | $5,081-92.5% | $3,350-88.5% |
| Admin fee / account holder | $32 | $438-92.7% | $13,411-99.8% | $521-93.9% |