Filed April 24, 2023
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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 declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $32,197 | $37,213-13.5% | $156,551-79.4% | $63,975-49.7% |
| Participation rate | 30.9% | 65.0%-34.1pp | 84.0%-53.2pp | 71.1%-40.3pp |
| Annual return | 6.04% | 47.89%-41.8pp | 32.23%-26.2pp | 48.65%-42.6pp |
| Employer contribution / active EE | $277 | $1,357-79.6% | $5,501-95.0% | $2,182-87.3% |
| Participant deferral / active EE | $1,278 | $2,070-38.2% | $4,871-73.8% | $3,356-61.9% |
| Admin fee / account holder | $0 | $56-100.0% | $13,028-100.0% | $70-100.0% |