Filed February 17, 2017
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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 | $94,474 | $60,795+55.4% | $69,464+36.0% | $65,185+44.9% |
| Participation rate | 62.7% | 74.9%-12.1pp | 74.6%-11.9pp | 70.2%-7.5pp |
| Annual return | 21.96% | 17.46%+4.5pp | 28.98%-7.0pp | 29.38%-7.4pp |
| Employer contribution / active EE | $0 | $2,452-100.0% | $2,779-100.0% | $2,177-100.0% |
| Participant deferral / active EE | $5,567 | $3,162+76.1% | $3,536+57.4% | $3,514+58.4% |
| Admin fee / account holder | $150 | $314-52.3% | $3,840-96.1% | $847-82.3% |