Filed February 21, 2018
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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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $51,753 | $130,294-60.3% | $170,028-69.6% | $71,495-27.6% |
| Participation rate | 62.6% | 86.2%-23.6pp | 87.0%-24.4pp | 67.9%-5.4pp |
| Annual return | 29.24% | 20.36%+8.9pp | 53.39%-24.1pp | 28.85%+0.4pp |
| Employer contribution / active EE | $2,171 | $4,385-50.5% | $6,788-68.0% | $2,589-16.2% |
| Participant deferral / active EE | $3,235 | $6,928-53.3% | $10,409-68.9% | $4,291-24.6% |
| Admin fee / account holder | $27 | $966-97.2% | $12,820-99.8% | $1,588-98.3% |