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.
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 | $10,719 | $43,411-75.3% | $94,993-88.7% | $69,631-84.6% |
| Participation rate | 40.8% | 64.4%-23.6pp | 73.9%-33.1pp | 70.7%-29.9pp |
| Annual return | 16.43% | 22.54%-6.1pp | 27.14%-10.7pp | 27571.02%-27554.6pp |
| Employer contribution / active EE | $436 | $1,202-63.7% | $2,603-83.2% | $2,032-78.5% |
| Participant deferral / active EE | $710 | $2,384-70.2% | $3,317-78.6% | $3,224-78.0% |
| Admin fee / account holder | $10 | $87-88.9% | $4,960-99.8% | $110-91.2% |