Filed October 27, 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 | $63,643 | $47,898+32.9% | $117,533-45.9% | $64,819-1.8% |
| Participation rate | 25.2% | 61.9%-36.7pp | 70.6%-45.4pp | 71.5%-46.3pp |
| Annual return | -13.73% | -15.54%+1.8pp | 29.77%-43.5pp | 32.84%-46.6pp |
| Employer contribution / active EE | $949 | $1,774-46.5% | $4,179-77.3% | $2,507-62.2% |
| Participant deferral / active EE | $1,514 | $3,151-51.9% | $4,072-62.8% | $4,311-64.9% |
| Admin fee / account holder | $5 | $132-96.1% | $5,647-99.9% | $188-97.2% |