Filed February 18, 2021
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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $32,265 | $34,634-6.8% | $77,096-58.2% | $64,819-50.2% |
| Participation rate | 10.3% | 49.8%-39.5pp | 67.9%-57.6pp | 71.5%-61.2pp |
| Annual return | -17.80% | -5.31%-12.5pp | 42.35%-60.1pp | 32.84%-50.6pp |
| Employer contribution / active EE | $117 | $1,385-91.6% | $2,814-95.9% | $2,507-95.4% |
| Participant deferral / active EE | $574 | $2,553-77.5% | $4,429-87.0% | $4,311-86.7% |
| Admin fee / account holder | $60 | $178-66.1% | $5,428-98.9% | $188-67.8% |