Filed August 25, 2016
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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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match 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 | $7,996 | $37,039-78.4% | $147,617-94.6% | $59,188-86.5% |
| Participation rate | 20.5% | 63.8%-43.3pp | 84.6%-64.2pp | 69.4%-49.0pp |
| Annual return | -0.64% | 7.19%-7.8pp | 61.98%-62.6pp | 5.51%-6.2pp |
| Employer contribution / active EE | $164 | $1,353-87.9% | $5,564-97.1% | $2,098-92.2% |
| Participant deferral / active EE | $277 | $2,094-86.8% | $4,895-94.3% | $3,265-91.5% |
| Admin fee / account holder | $20 | $60-66.9% | $11,612-99.8% | $92-78.4% |