Filed September 3, 2019
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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 | $4,518 | $27,330-83.5% | $67,704-93.3% | $55,191-91.8% |
| Participation rate | 4.9% | 47.5%-42.6pp | 67.5%-62.6pp | 69.2%-64.2pp |
| Annual return | 62.11% | 8.81%+53.3pp | 25.41%+36.7pp | 10.78%+51.3pp |
| Employer contribution / active EE | $0 | $855-100.0% | $2,559-100.0% | $1,899-100.0% |
| Participant deferral / active EE | $126 | $1,709-92.6% | $3,585-96.5% | $3,046-95.8% |
| Admin fee / account holder | $5 | $109-95.7% | $4,255-99.9% | $91-94.8% |