Filed March 5, 2021 (most recent of 2 filings on file)
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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return 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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $26,584 | $89,054-70.1% | $102,457-74.1% | $77,692-65.8% |
| Participation rate | 58.6% | 80.9%-22.3pp | 76.5%-17.9pp | 70.6%-12.0pp |
| Annual return | -25.81% | 25.02%-50.8pp | 29.41%-55.2pp | 31.25%-57.1pp |
| Employer contribution / active EE | $0 | $2,698-100.0% | $3,022-100.0% | $2,726-100.0% |
| Participant deferral / active EE | $0 | $5,146-100.0% | $5,054-100.0% | $4,648-100.0% |
| Admin fee / account holder | $0 | $236-99.9% | $9,451-100.0% | $431-99.9% |