Filed December 13, 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 | $24,274 | $57,976-58.1% | $63,018-61.5% | $62,293-61.0% |
| Participation rate | 54.1% | 75.9%-21.8pp | 74.8%-20.7pp | 69.5%-15.4pp |
| Annual return | 13.92% | 17.54%-3.6pp | 87.62%-73.7pp | 28.90%-15.0pp |
| Employer contribution / active EE | $1,770 | $2,415-26.7% | $2,761-35.9% | $2,042-13.3% |
| Participant deferral / active EE | $3,044 | $2,956+3.0% | $3,330-8.6% | $3,169-3.9% |
| Admin fee / account holder | $13 | $276-95.4% | $3,601-99.6% | $479-97.4% |