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 | $30,946 | $57,976-46.6% | $63,003-50.9% | $62,293-50.3% |
| Participation rate | 30.9% | 75.9%-45.0pp | 74.8%-43.9pp | 69.5%-38.6pp |
| Annual return | 12.09% | 17.54%-5.5pp | 87.59%-75.5pp | 28.90%-16.8pp |
| Employer contribution / active EE | $830 | $2,415-65.6% | $2,760-69.9% | $2,042-59.4% |
| Participant deferral / active EE | $1,235 | $2,956-58.2% | $3,329-62.9% | $3,169-61.0% |
| Admin fee / account holder | $0 | $276-100.0% | $3,600-100.0% | $479-100.0% |