Filed January 19, 2021
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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.
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 | $20,491 | $36,916-44.5% | $156,551-86.9% | $57,658-64.5% |
| Participation rate | 15.9% | 63.4%-47.5pp | 84.0%-68.1pp | 70.2%-54.3pp |
| Annual return | 7.09% | 12.38%-5.3pp | 32.23%-25.1pp | 5.13%+2.0pp |
| Employer contribution / active EE | $0 | $1,571-100.0% | $5,501-100.0% | $1,974-100.0% |
| Participant deferral / active EE | $490 | $1,926-74.5% | $4,871-89.9% | $3,061-84.0% |
| Admin fee / account holder | $9 | $82-89.3% | $13,028-99.9% | $95-90.7% |