Filed May 10, 2018
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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $12,427 | $76,551-83.8% | $123,894-90.0% | $62,881-80.2% |
| Participation rate | 32.7% | 73.0%-40.3pp | 81.4%-48.7pp | 69.3%-36.6pp |
| Annual return | 0.00% | 18.68%-18.7pp | 47.52%-47.5pp | 20.14%-20.1pp |
| Employer contribution / active EE | $1,359 | $2,882-52.8% | $4,617-70.6% | $2,281-40.4% |
| Participant deferral / active EE | $2,633 | $4,840-45.6% | $5,984-56.0% | $3,203-17.8% |
| Admin fee / account holder | $10 | $4,826-99.8% | $8,357-99.9% | $4,296-99.8% |