Filed April 27, 2017
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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $71,511 | $51,466+38.9% | $78,778-9.2% | $62,293+14.8% |
| Participation rate | 48.1% | 59.8%-11.6pp | 69.2%-21.0pp | 69.5%-21.4pp |
| Annual return | 19.28% | 19.96%-0.7pp | 35.62%-16.3pp | 28.90%-9.6pp |
| Employer contribution / active EE | $0 | $827-100.0% | $1,986-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $2,576 | $2,147+19.9% | $2,958-12.9% | $3,169-18.7% |
| Admin fee / account holder | $29 | $489-94.1% | $5,134-99.4% | $479-94.0% |