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.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $25,733 | $57,976-55.6% | $63,018-59.2% | $62,293-58.7% |
| Participation rate | 44.2% | 75.9%-31.7pp | 74.8%-30.6pp | 69.5%-25.3pp |
| Annual return | 15.04% | 17.54%-2.5pp | 87.62%-72.6pp | 28.90%-13.9pp |
| Employer contribution / active EE | $689 | $2,415-71.4% | $2,761-75.0% | $2,042-66.2% |
| Participant deferral / active EE | $1,100 | $2,956-62.8% | $3,330-67.0% | $3,169-65.3% |
| Admin fee / account holder | $6 | $276-97.7% | $3,601-99.8% | $479-98.6% |