Filed January 10, 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 | $21,483 | $51,769-58.5% | $57,356-62.5% | $52,331-58.9% |
| Participation rate | 35.5% | 75.2%-39.7pp | 75.1%-39.6pp | 68.1%-32.6pp |
| Annual return | 0.74% | 2.43%-1.7pp | 24.41%-23.7pp | 4.54%-3.8pp |
| Employer contribution / active EE | $565 | $2,335-75.8% | $2,689-79.0% | $1,882-70.0% |
| Participant deferral / active EE | $839 | $2,794-70.0% | $3,162-73.5% | $3,022-72.2% |
| Admin fee / account holder | $18 | $295-93.8% | $3,357-99.5% | $592-96.9% |