Filed October 15, 2021
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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $34,969 | $49,471-29.3% | $79,583-56.1% | $66,949-47.8% |
| Participation rate | 32.2% | 61.4%-29.1pp | 69.5%-37.3pp | 69.8%-37.6pp |
| Annual return | -14.16% | 84.30%-98.5pp | 0.16%-14.3pp | 1.57%-15.7pp |
| Employer contribution / active EE | $235 | $1,266-81.5% | $2,414-90.3% | $2,545-90.8% |
| Participant deferral / active EE | $2,616 | $3,160-17.2% | $3,986-34.4% | $4,239-38.3% |
| Admin fee / account holder | $140 | $595-76.5% | $6,835-98.0% | $594-76.5% |