Filed March 29, 2021
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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $207,385 | $130,294+59.2% | $170,057+22.0% | $71,529+189.9% |
| Participation rate | 28.3% | 86.2%-57.8pp | 87.0%-58.7pp | 67.9%-39.6pp |
| Annual return | -29.28% | 20.36%-49.6pp | 53.42%-82.7pp | 28.97%-58.3pp |
| Employer contribution / active EE | $11,720 | $4,385+167.3% | $6,790+72.6% | $2,590+352.6% |
| Participant deferral / active EE | $0 | $6,928-100.0% | $10,411-100.0% | $4,291-100.0% |
| Admin fee / account holder | $0 | $966-100.0% | $12,826-100.0% | $1,588-100.0% |