Filed November 2, 2021
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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.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $22,921 | $55,449-58.7% | $83,830-72.7% | $56,287-59.3% |
| Participation rate | 40.7% | 68.0%-27.3pp | 76.1%-35.4pp | 69.9%-29.1pp |
| Annual return | 0.54% | -1.38%+1.9pp | 850.97%-850.4pp | -9.96%+10.5pp |
| Employer contribution / active EE | $0 | $2,430-100.0% | $3,631-100.0% | $2,111-100.0% |
| Participant deferral / active EE | $1,330 | $2,935-54.7% | $4,082-67.4% | $3,350-60.3% |
| Admin fee / account holder | $22 | $656-96.7% | $5,479-99.6% | $521-95.8% |