Filed June 1, 2022
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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.
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 | $5,171 | $36,767-85.9% | $81,473-93.7% | $62,293-91.7% |
| Participation rate | 12.6% | 54.4%-41.9pp | 68.0%-55.4pp | 69.5%-56.9pp |
| Annual return | 187.25% | 173.80%+13.4pp | 38.78%+148.5pp | 28.90%+158.3pp |
| Employer contribution / active EE | $216 | $1,128-80.9% | $2,568-91.6% | $2,042-89.4% |
| Participant deferral / active EE | $129 | $2,111-93.9% | $3,537-96.4% | $3,169-95.9% |
| Admin fee / account holder | $5 | $797-99.4% | $4,561-99.9% | $479-99.0% |