Filed January 10, 2018
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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 | $34,546 | $46,173-25.2% | $170,435-79.7% | $69,631-50.4% |
| Participation rate | 23.7% | 63.9%-40.2pp | 83.6%-59.9pp | 70.7%-47.0pp |
| Annual return | 43.95% | 21.62%+22.3pp | 205.94%-162.0pp | 27571.02%-27527.1pp |
| Employer contribution / active EE | $261 | $1,610-83.8% | $5,432-95.2% | $2,032-87.2% |
| Participant deferral / active EE | $601 | $2,080-71.1% | $4,939-87.8% | $3,224-81.4% |
| Admin fee / account holder | $20 | $116-82.7% | $13,881-99.9% | $110-81.8% |