Filed March 14, 2023
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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $23,007 | $60,165-61.8% | $74,184-69.0% | $55,167-58.3% |
| Participation rate | 67.6% | 74.2%-6.5pp | 76.6%-9.0pp | 69.0%-1.3pp |
| Annual return | 6.91% | 10.00%-3.1pp | 17.74%-10.8pp | 169.23%-162.3pp |
| Employer contribution / active EE | $1,094 | $1,600-31.6% | $2,370-53.8% | $1,963-44.3% |
| Participant deferral / active EE | $1,734 | $2,973-41.7% | $3,550-51.2% | $3,054-43.2% |
| Admin fee / account holder | $11 | $419-97.4% | $5,586-99.8% | $504-97.9% |