Filed July 18, 2017
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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $13,892 | $85,171-83.7% | $172,753-92.0% | $72,976-81.0% |
| Participation rate | 43.8% | 70.1%-26.2pp | 82.6%-38.8pp | 69.5%-25.7pp |
| Annual return | 27.87% | 27.32%+0.5pp | 803.00%-775.1pp | 81.02%-53.1pp |
| Employer contribution / active EE | $596 | $3,324-82.1% | $5,144-88.4% | $2,440-75.6% |
| Participant deferral / active EE | $964 | $3,260-70.4% | $5,198-81.4% | $3,608-73.3% |
| Admin fee / account holder | $116 | $5,880-98.0% | $13,956-99.2% | $5,124-97.7% |