Filed February 3, 2023
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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $954 | $34,492-97.2% | $80,004-98.8% | $55,191-98.3% |
| Participation rate | 68.3% | 62.9%+5.4pp | 73.0%-4.7pp | 69.2%-0.9pp |
| Annual return | 0.00% | 3.50%-3.5pp | 7.63%-7.6pp | 10.78%-10.8pp |
| Employer contribution / active EE | $0 | $1,043-100.0% | $2,473-100.0% | $1,899-100.0% |
| Participant deferral / active EE | $776 | $2,104-63.1% | $3,204-75.8% | $3,046-74.5% |
| Admin fee / account holder | $2 | $69-97.7% | $5,033-100.0% | $91-98.2% |