Filed March 20, 2017
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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 | $53,619 | $60,989-12.1% | $60,899-12.0% | $66,930-19.9% |
| Participation rate | 41.5% | 74.5%-32.9pp | 73.1%-31.6pp | 69.8%-28.3pp |
| Annual return | -11.53% | -9.60%-1.9pp | 16.92%-28.5pp | 1.57%-13.1pp |
| Employer contribution / active EE | $1,233 | $2,661-53.6% | $2,702-54.4% | $2,545-51.5% |
| Participant deferral / active EE | $2,158 | $3,615-40.3% | $3,817-43.5% | $4,238-49.1% |
| Admin fee / account holder | $0 | $338-99.9% | $3,225-100.0% | $593-100.0% |