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 | $94,098 | $107,415-12.4% | $135,998-30.8% | $80,187+17.3% |
| Participation rate | 33.3% | 78.0%-44.8pp | 81.9%-48.7pp | 72.9%-39.7pp |
| Annual return | 17.97% | 91.99%-74.0pp | 68.37%-50.4pp | 40.40%-22.4pp |
| Employer contribution / active EE | $0 | $3,878-100.0% | $4,860-100.0% | $2,980-100.0% |
| Participant deferral / active EE | $3,173 | $8,189-61.3% | $7,761-59.1% | $5,016-36.7% |
| Admin fee / account holder | $59 | $127-53.5% | $10,769-99.5% | $145-59.3% |