Filed March 20, 2017
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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $54,743 | $60,795-10.0% | $69,461-21.2% | $65,185-16.0% |
| Participation rate | 38.8% | 74.9%-36.1pp | 74.6%-35.8pp | 70.2%-31.4pp |
| Annual return | 5.61% | 17.46%-11.8pp | 28.97%-23.4pp | 29.38%-23.8pp |
| Employer contribution / active EE | $889 | $2,452-63.7% | $2,779-68.0% | $2,177-59.1% |
| Participant deferral / active EE | $1,847 | $3,162-41.6% | $3,536-47.8% | $3,514-47.4% |
| Admin fee / account holder | $0 | $314-100.0% | $3,840-100.0% | $847-100.0% |