Filed April 26, 2021
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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 | $10,547 | $37,591-71.9% | $90,657-88.4% | $55,725-81.1% |
| Participation rate | 36.4% | 66.4%-29.9pp | 74.0%-37.6pp | 70.9%-34.4pp |
| Annual return | -4.62% | -3.20%-1.4pp | 1.89%-6.5pp | 244.93%-249.6pp |
| Employer contribution / active EE | $468 | $1,302-64.1% | $2,532-81.5% | $2,078-77.5% |
| Participant deferral / active EE | $842 | $2,643-68.1% | $3,424-75.4% | $3,356-74.9% |
| Admin fee / account holder | $7 | $100-93.0% | $4,994-99.9% | $115-93.9% |