Filed July 19, 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 | $99,810 | $122,219-18.3% | $147,096-32.1% | $199,921-50.1% |
| Participation rate | 43.5% | 78.3%-34.8pp | 82.2%-38.7pp | 72.0%-28.5pp |
| Annual return | 15.46% | 30.59%-15.1pp | 419.75%-404.3pp | 34.28%-18.8pp |
| Employer contribution / active EE | $0 | $4,096-100.0% | $4,936-100.0% | $3,035-100.0% |
| Participant deferral / active EE | $4,288 | $8,503-49.6% | $8,071-46.9% | $5,089-15.7% |
| Admin fee / account holder | $76 | $179-57.6% | $13,005-99.4% | $269-71.8% |