Filed February 27, 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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $15,925 | $155,795-89.8% | $136,298-88.3% | $69,631-77.1% |
| Participation rate | 2.6% | 75.2%-72.7pp | 81.9%-79.4pp | 70.7%-68.1pp |
| Annual return | 18.97% | 232464.33%-232445.4pp | 5156.27%-5137.3pp | 27571.02%-27552.1pp |
| Employer contribution / active EE | $0 | $2,991-100.0% | $4,696-100.0% | $2,032-100.0% |
| Participant deferral / active EE | $183 | $5,394-96.6% | $6,247-97.1% | $3,224-94.3% |
| Admin fee / account holder | $0 | $128-100.0% | $9,244-100.0% | $110-100.0% |