Filed November 15, 2017 (most recent of 2 filings on file)
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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $20,860 | $99,212-79.0% | $96,564-78.4% | $74,478-72.0% |
| Participation rate | 57.5% | 80.7%-23.2pp | 76.0%-18.5pp | 70.7%-13.2pp |
| Annual return | 26.60% | 22.40%+4.2pp | 25.89%+0.7pp | 34.37%-7.8pp |
| Employer contribution / active EE | $0 | $2,569-100.0% | $2,967-100.0% | $2,637-100.0% |
| Participant deferral / active EE | $0 | $4,938-100.0% | $4,852-100.0% | $4,530-100.0% |
| Admin fee / account holder | $0 | $225-100.0% | $8,256-100.0% | $347-100.0% |