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 | $44,689 | $57,976-22.9% | $63,005-29.1% | $62,293-28.3% |
| Participation rate | 41.9% | 75.9%-34.0pp | 74.8%-32.9pp | 69.5%-27.6pp |
| Annual return | 13.95% | 17.54%-3.6pp | 87.59%-73.6pp | 28.90%-14.9pp |
| Employer contribution / active EE | $0 | $2,415-100.0% | $2,760-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $3,839 | $2,956+29.9% | $3,329+15.3% | $3,169+21.1% |
| Admin fee / account holder | $0 | $276-100.0% | $3,599-100.0% | $479-100.0% |