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.
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 | $19,719 | $99,957-80.3% | $149,745-86.8% | $73,497-73.2% |
| Participation rate | 9.1% | 75.7%-66.6pp | 82.5%-73.3pp | 70.7%-61.5pp |
| Annual return | 27.27% | 53.87%-26.6pp | 276.72%-249.5pp | 28.51%-1.2pp |
| Employer contribution / active EE | $0 | $3,191-100.0% | $4,646-100.0% | $2,270-100.0% |
| Participant deferral / active EE | $724 | $6,073-88.1% | $6,843-89.4% | $3,740-80.6% |
| Admin fee / account holder | $20 | $551-96.4% | $9,312-99.8% | $513-96.2% |