Filed January 19, 2015 (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.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $24,977 | $27,826-10.2% | $65,583-61.9% | $71,529-65.1% |
| Participation rate | 0.0% | 57.6%-57.6pp | 65.0%-65.0pp | 67.9%-67.9pp |
| Annual return | 33.38% | 41.56%-8.2pp | 47.46%-14.1pp | 28.97%+4.4pp |
| Employer contribution / active EE | $8,573 | $1,405+510.2% | $1,692+406.6% | $2,590+231.0% |
| Participant deferral / active EE | $0 | $1,861-100.0% | $2,833-100.0% | $4,291-100.0% |
| Admin fee / account holder | $0 | $3,850-100.0% | $4,112-100.0% | $1,588-100.0% |