Filed August 3, 2020
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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll 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 | $36,754 | $51,769-29.0% | $57,347-35.9% | $52,331-29.8% |
| Participation rate | 46.2% | 75.2%-29.1pp | 75.1%-28.9pp | 68.1%-22.0pp |
| Annual return | 2.03% | 2.43%-0.4pp | 24.40%-22.4pp | 4.54%-2.5pp |
| Employer contribution / active EE | $0 | $2,335-100.0% | $2,689-100.0% | $1,882-100.0% |
| Participant deferral / active EE | $4,204 | $2,794+50.5% | $3,162+33.0% | $3,022+39.1% |
| Admin fee / account holder | $0 | $295-100.0% | $3,356-100.0% | $592-100.0% |