Filed October 28, 2016
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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll 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 | $51,351 | $60,795-15.5% | $69,483-26.1% | $65,186-21.2% |
| Participation rate | 59.1% | 74.9%-15.8pp | 74.6%-15.5pp | 70.2%-11.1pp |
| Annual return | 17.03% | 17.46%-0.4pp | 28.99%-12.0pp | 29.39%-12.4pp |
| Employer contribution / active EE | $1,735 | $2,452-29.3% | $2,780-37.6% | $2,177-20.3% |
| Participant deferral / active EE | $1,735 | $3,162-45.1% | $3,537-51.0% | $3,514-50.6% |
| Admin fee / account holder | $0 | $314-100.0% | $3,841-100.0% | $847-100.0% |