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 | $76,440 | $96,458-20.8% | $136,298-43.9% | $77,958-1.9% |
| Participation rate | 35.9% | 75.4%-39.5pp | 81.9%-46.0pp | 71.6%-35.7pp |
| Annual return | 20.09% | 23.78%-3.7pp | 5156.27%-5136.2pp | 20.87%-0.8pp |
| Employer contribution / active EE | $0 | $3,144-100.0% | $4,696-100.0% | $2,310-100.0% |
| Participant deferral / active EE | $2,854 | $5,902-51.7% | $6,247-54.3% | $3,537-19.3% |
| Admin fee / account holder | $0 | $80-100.0% | $9,244-100.0% | $97-100.0% |