Filed June 10, 2015
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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 | $83,303 | $65,582+27.0% | $64,101+30.0% | $71,511+16.5% |
| Participation rate | 68.3% | 73.2%-4.9pp | 72.3%-4.0pp | 67.9%+0.4pp |
| Annual return | 14.13% | 18.96%-4.8pp | 33.72%-19.6pp | 28.86%-14.7pp |
| Employer contribution / active EE | $0 | $2,671-100.0% | $2,749-100.0% | $2,589-100.0% |
| Participant deferral / active EE | $6,683 | $3,628+84.2% | $3,881+72.2% | $4,291+55.8% |
| Admin fee / account holder | $2 | $616-99.7% | $3,070-99.9% | $1,588-99.9% |