Filed April 26, 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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $16,228 | $59,054-72.5% | $97,260-83.3% | $77,736-79.1% |
| Participation rate | 43.2% | 67.9%-24.7pp | 72.7%-29.5pp | 70.6%-27.4pp |
| Annual return | 12.45% | 16.96%-4.5pp | 75.54%-63.1pp | 31.26%-18.8pp |
| Employer contribution / active EE | $513 | $1,742-70.6% | $2,721-81.2% | $2,728-81.2% |
| Participant deferral / active EE | $933 | $3,930-76.3% | $4,262-78.1% | $4,651-79.9% |
| Admin fee / account holder | $3 | $346-99.2% | $5,640-100.0% | $433-99.4% |