Filed December 3, 2014
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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $8,320 | $35,600-76.6% | $87,502-90.5% | $63,975-87.0% |
| Participation rate | 36.0% | 56.1%-20.1pp | 73.8%-37.8pp | 71.1%-35.1pp |
| Annual return | 6.61% | 17.86%-11.2pp | 12.21%-5.6pp | 48.65%-42.0pp |
| Employer contribution / active EE | $573 | $854-32.9% | $2,550-77.5% | $2,182-73.7% |
| Participant deferral / active EE | $510 | $1,660-69.2% | $3,149-83.8% | $3,356-84.8% |
| Admin fee / account holder | $5 | $51-90.9% | $4,221-99.9% | $70-93.4% |