Filed January 15, 2019
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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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $960 | $58,726-98.4% | $142,898-99.3% | $85,851-98.9% |
| Participation rate | 55.7% | 58.5%-2.8pp | 72.0%-16.3pp | 69.3%-13.7pp |
| Annual return | -175.96% | 27.73%-203.7pp | 5639.64%-5815.6pp | 318.63%-494.6pp |
| Employer contribution / active EE | $10,714 | $1,424+652.6% | $4,146+158.4% | $2,565+317.6% |
| Participant deferral / active EE | $0 | $2,609-100.0% | $3,838-100.0% | $3,952-100.0% |
| Admin fee / account holder | $0 | $4,234-100.0% | $6,560-100.0% | $6,261-100.0% |