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 | $87,489 | $101,523-13.8% | $141,200-38.0% | $77,775+12.5% |
| Participation rate | 31.4% | 77.4%-46.0pp | 82.5%-51.1pp | 73.2%-41.9pp |
| Annual return | 22.86% | 56.22%-33.4pp | 71.41%-48.5pp | 32.58%-9.7pp |
| Employer contribution / active EE | $0 | $3,341-100.0% | $4,736-100.0% | $2,504-100.0% |
| Participant deferral / active EE | $2,637 | $6,434-59.0% | $6,710-60.7% | $3,966-33.5% |
| Admin fee / account holder | $80 | $92-12.2% | $10,265-99.2% | $100-19.7% |