Filed March 23, 2023
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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll 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 | $77,802 | $55,002+41.5% | $59,899+29.9% | $56,289+38.2% |
| Participation rate | 39.8% | 75.9%-36.1pp | 74.7%-34.9pp | 69.9%-30.0pp |
| Annual return | -3.35% | 1.13%-4.5pp | 3.46%-6.8pp | -9.96%+6.6pp |
| Employer contribution / active EE | $1,830 | $2,448-25.3% | $2,723-32.8% | $2,111-13.3% |
| Participant deferral / active EE | $3,299 | $3,121+5.7% | $3,402-3.0% | $3,350-1.5% |
| Admin fee / account holder | $0 | $236-100.0% | $3,592-100.0% | $521-100.0% |