Filed June 21, 2019
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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll 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 | $27,245 | $52,467-48.1% | $57,196-52.4% | $55,167-50.6% |
| Participation rate | 30.9% | 75.8%-45.0pp | 75.3%-44.4pp | 69.0%-38.1pp |
| Annual return | 4.77% | 7.72%-2.9pp | 14.59%-9.8pp | 169.23%-164.5pp |
| Employer contribution / active EE | $815 | $2,477-67.1% | $2,683-69.6% | $1,963-58.5% |
| Participant deferral / active EE | $1,278 | $2,830-54.8% | $3,096-58.7% | $3,054-58.1% |
| Admin fee / account holder | $0 | $269-100.0% | $3,141-100.0% | $504-100.0% |