Filed April 21, 2017 (most recent of 2 filings on file)
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll 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.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $45,051 | $93,343-51.7% | $71,793-37.2% | $273,973-83.6% |
| Participation rate | 0.0% | 76.5%-76.5pp | 69.1%-69.1pp | 83.0%-83.0pp |
| Annual return | 11.57% | 130.40%-118.8pp | 78.04%-66.5pp | 41.46%-29.9pp |
| Employer contribution / active EE | $4,940 | $2,733+80.7% | $1,924+156.7% | $4,869+1.5% |
| Participant deferral / active EE | $4,349 | $3,475+25.1% | $2,794+55.6% | $5,287-17.8% |
| Admin fee / account holder | $0 | $6,571-100.0% | $4,815-100.0% | $10,133-100.0% |