Filed March 16, 2017
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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 declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $32,127 | $107,440-70.1% | $105,738-69.6% | $55,725-42.3% |
| Participation rate | 15.9% | 55.5%-39.6pp | 76.3%-60.4pp | 70.9%-54.9pp |
| Annual return | -5.62% | -0.59%-5.0pp | 6.27%-11.9pp | 244.93%-250.6pp |
| Employer contribution / active EE | $675 | $1,448-53.4% | $3,268-79.3% | $2,078-67.5% |
| Participant deferral / active EE | $730 | $2,171-66.4% | $4,080-82.1% | $3,356-78.2% |
| Admin fee / account holder | $53 | $283-81.1% | $6,913-99.2% | $115-53.6% |