Filed January 8, 2020
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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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $6,540 | $45,382-85.6% | $154,108-95.8% | $75,289-91.3% |
| Participation rate | 64.4% | 65.9%-1.5pp | 83.0%-18.6pp | 72.4%-8.0pp |
| Annual return | -5.20% | -0.47%-4.7pp | 735.21%-740.4pp | -0.04%-5.2pp |
| Employer contribution / active EE | $105 | $1,533-93.2% | $5,298-98.0% | $2,405-95.6% |
| Participant deferral / active EE | $1,016 | $2,384-57.4% | $5,081-80.0% | $3,739-72.8% |
| Admin fee / account holder | $2 | $89-97.9% | $13,411-100.0% | $102-98.1% |