Filed October 28, 2016
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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $56,749 | $65,582-13.5% | $64,097-11.5% | $71,529-20.7% |
| Participation rate | 44.4% | 73.2%-28.7pp | 72.3%-27.9pp | 67.9%-23.5pp |
| Annual return | 15.43% | 18.96%-3.5pp | 33.75%-18.3pp | 28.97%-13.5pp |
| Employer contribution / active EE | $1,429 | $2,671-46.5% | $2,750-48.0% | $2,590-44.8% |
| Participant deferral / active EE | $1,429 | $3,628-60.6% | $3,881-63.2% | $4,291-66.7% |
| Admin fee / account holder | $0 | $616-100.0% | $3,070-100.0% | $1,588-100.0% |