Filed December 13, 2017
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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match 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 | $24,178 | $70,083-65.5% | $59,887-59.6% | $55,725-56.6% |
| Participation rate | 63.5% | 78.4%-14.9pp | 74.7%-11.2pp | 70.9%-7.4pp |
| Annual return | -3.16% | 3.13%-6.3pp | 3.46%-6.6pp | 244.93%-248.1pp |
| Employer contribution / active EE | $2,737 | $2,878-4.9% | $2,722+0.5% | $2,078+31.7% |
| Participant deferral / active EE | $3,971 | $3,079+29.0% | $3,402+16.7% | $3,356+18.4% |
| Admin fee / account holder | $25 | $70-64.0% | $3,591-99.3% | $115-78.0% |