Filed January 4, 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 | $17,272 | $43,423-60.2% | $78,676-78.0% | $55,167-68.7% |
| Participation rate | 37.6% | 68.0%-30.4pp | 73.6%-36.0pp | 69.0%-31.4pp |
| Annual return | -2.41% | 11.53%-13.9pp | 62.19%-64.6pp | 169.23%-171.6pp |
| Employer contribution / active EE | $0 | $1,997-100.0% | $2,850-100.0% | $1,963-100.0% |
| Participant deferral / active EE | $928 | $2,509-63.0% | $3,517-73.6% | $3,054-69.6% |
| Admin fee / account holder | $81 | $416-80.4% | $4,510-98.2% | $504-83.8% |