Filed November 6, 2015
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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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $8,970 | $36,916-75.7% | $156,551-94.3% | $57,658-84.4% |
| Participation rate | 56.1% | 63.4%-7.3pp | 84.0%-27.9pp | 70.2%-14.1pp |
| Annual return | 5.97% | 12.38%-6.4pp | 32.23%-26.3pp | 5.13%+0.8pp |
| Employer contribution / active EE | $217 | $1,571-86.2% | $5,501-96.1% | $1,974-89.0% |
| Participant deferral / active EE | $778 | $1,926-59.6% | $4,871-84.0% | $3,061-74.6% |
| Admin fee / account holder | $9 | $82-89.4% | $13,028-99.9% | $95-90.7% |