Filed July 19, 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 | $63,810 | $85,635-25.5% | $123,894-48.5% | $63,975-0.3% |
| Participation rate | 27.5% | 74.9%-47.5pp | 81.4%-53.9pp | 71.1%-43.7pp |
| Annual return | 8.41% | 15.74%-7.3pp | 47.52%-39.1pp | 48.65%-40.2pp |
| Employer contribution / active EE | $0 | $3,076-100.0% | $4,617-100.0% | $2,182-100.0% |
| Participant deferral / active EE | $2,252 | $5,667-60.3% | $5,984-62.4% | $3,356-32.9% |
| Admin fee / account holder | $0 | $75-100.0% | $8,357-100.0% | $70-100.0% |