Filed May 10, 2021
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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $27,950 | $82,163-66.0% | $125,381-77.7% | $64,819-56.9% |
| Participation rate | 55.6% | 77.9%-22.3pp | 82.4%-26.8pp | 71.5%-15.9pp |
| Annual return | -14.65% | 3.49%-18.1pp | 572.31%-587.0pp | 32.84%-47.5pp |
| Employer contribution / active EE | $1,288 | $3,616-64.4% | $4,815-73.2% | $2,507-48.6% |
| Participant deferral / active EE | $2,682 | $7,175-62.6% | $7,448-64.0% | $4,311-37.8% |
| Admin fee / account holder | $75 | $163-53.8% | $10,007-99.2% | $188-59.9% |