Filed June 2, 2020
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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $42,338 | $33,745+25.5% | $64,105-34.0% | $55,191-23.3% |
| Participation rate | 13.6% | 59.4%-45.7pp | 68.2%-54.5pp | 69.2%-55.5pp |
| Annual return | -1.64% | 4.95%-6.6pp | 791.24%-792.9pp | 10.78%-12.4pp |
| Employer contribution / active EE | $152 | $641-76.3% | $1,820-91.7% | $1,899-92.0% |
| Participant deferral / active EE | $587 | $1,929-69.6% | $2,822-79.2% | $3,046-80.7% |
| Admin fee / account holder | $20 | $94-79.0% | $4,499-99.6% | $91-78.2% |