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 | $39,230 | $52,467-25.2% | $57,196-31.4% | $55,167-28.9% |
| Participation rate | 48.1% | 75.8%-27.8pp | 75.3%-27.3pp | 69.0%-20.9pp |
| Annual return | 5.54% | 7.72%-2.2pp | 14.59%-9.1pp | 169.23%-163.7pp |
| Employer contribution / active EE | $0 | $2,477-100.0% | $2,683-100.0% | $1,963-100.0% |
| Participant deferral / active EE | $4,275 | $2,830+51.1% | $3,096+38.1% | $3,054+40.0% |
| Admin fee / account holder | $0 | $269-100.0% | $3,141-100.0% | $504-100.0% |