Filed January 12, 2021
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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $28,214 | $52,467-46.2% | $57,196-50.7% | $55,167-48.9% |
| Participation rate | 68.3% | 75.8%-7.6pp | 75.3%-7.0pp | 69.0%-0.7pp |
| Annual return | 1.41% | 7.72%-6.3pp | 14.59%-13.2pp | 169.23%-167.8pp |
| Employer contribution / active EE | $2,283 | $2,477-7.8% | $2,683-14.9% | $1,963+16.3% |
| Participant deferral / active EE | $2,306 | $2,830-18.5% | $3,096-25.5% | $3,054-24.5% |
| Admin fee / account holder | $0 | $269-100.0% | $3,141-100.0% | $504-100.0% |