Filed September 17, 2020
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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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $29,987 | $80,005-62.5% | $140,019-78.6% | $55,725-46.2% |
| Participation rate | 57.6% | 87.0%-29.4pp | 87.5%-29.9pp | 70.9%-13.3pp |
| Annual return | -3.65% | 0.46%-4.1pp | 651.15%-654.8pp | 244.93%-248.6pp |
| Employer contribution / active EE | $782 | $3,403-77.0% | $5,605-86.0% | $2,078-62.4% |
| Participant deferral / active EE | $4,821 | $5,264-8.4% | $6,927-30.4% | $3,356+43.7% |
| Admin fee / account holder | $37 | $116-67.8% | $10,705-99.7% | $115-67.7% |