Filed February 18, 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.
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 | $20,587 | $31,424-34.5% | $81,473-74.7% | $69,631-70.4% |
| Participation rate | 4.1% | 50.8%-46.8pp | 68.0%-63.9pp | 70.7%-66.6pp |
| Annual return | 16.28% | 22.44%-6.2pp | 38.78%-22.5pp | 27571.02%-27554.7pp |
| Employer contribution / active EE | $0 | $1,029-100.0% | $2,568-100.0% | $2,032-100.0% |
| Participant deferral / active EE | $157 | $1,838-91.5% | $3,537-95.6% | $3,224-95.1% |
| Admin fee / account holder | $28 | $103-73.0% | $4,561-99.4% | $110-74.9% |