Filed July 19, 2017
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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $107,519 | $120,450-10.7% | $159,495-32.6% | $93,010+15.6% |
| Participation rate | 27.0% | 78.0%-50.9pp | 82.8%-55.8pp | 73.9%-46.9pp |
| Annual return | 15.61% | 27.11%-11.5pp | 263.72%-248.1pp | 158.70%-143.1pp |
| Employer contribution / active EE | $0 | $3,526-100.0% | $4,831-100.0% | $2,705-100.0% |
| Participant deferral / active EE | $2,409 | $7,283-66.9% | $7,354-67.2% | $4,561-47.2% |
| Admin fee / account holder | $111 | $137-19.1% | $10,804-99.0% | $152-27.1% |