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 | $122,128-18.3% | $147,117-32.2% | $200,096-50.1% |
| Participation rate | 43.5% | 78.2%-34.7pp | 82.2%-38.7pp | 72.0%-28.5pp |
| Annual return | 15.46% | 30.58%-15.1pp | 420.54%-405.1pp | 34.26%-18.8pp |
| Employer contribution / active EE | $0 | $4,093-100.0% | $4,932-100.0% | $3,038-100.0% |
| Participant deferral / active EE | $4,288 | $8,484-49.5% | $8,065-46.8% | $5,090-15.7% |
| Admin fee / account holder | $76 | $180-57.6% | $12,993-99.4% | $269-71.8% |