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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.
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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $2,441 | $65,092-96.3% | $143,799-98.3% | $66,938-96.4% |
| Participation rate | 61.9% | 65.2%-3.3pp | 80.3%-18.4pp | 69.8%-7.9pp |
| Annual return | -58.27% | -11.14%-47.1pp | -0.04%-58.2pp | 1.58%-59.8pp |
| Employer contribution / active EE | $48 | $2,362-98.0% | $4,952-99.0% | $2,545-98.1% |
| Participant deferral / active EE | $0 | $2,920-100.0% | $5,638-100.0% | $4,238-100.0% |
| Admin fee / account holder | $0 | $502-100.0% | $14,677-100.0% | $594-100.0% |