Filed September 22, 2021
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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.
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 | $36,949 | $71,666-48.4% | $117,861-68.7% | $69,631-46.9% |
| Participation rate | 49.6% | 77.5%-28.0pp | 79.7%-30.1pp | 70.7%-21.1pp |
| Annual return | 17.53% | 18.86%-1.3pp | 335.11%-317.6pp | 27571.02%-27553.5pp |
| Employer contribution / active EE | $658 | $1,889-65.2% | $3,786-82.6% | $2,032-67.6% |
| Participant deferral / active EE | $1,416 | $3,340-57.6% | $4,482-68.4% | $3,224-56.1% |
| Admin fee / account holder | $1 | $120-99.0% | $8,021-100.0% | $110-98.9% |