Filed July 7, 2016
Total covered: 2 employees
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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $17,365 | $39,132-55.6% | $57,196-69.6% | $62,881-72.4% |
| Participation rate | 64.9% | 70.5%-5.6pp | 75.3%-10.5pp | 69.3%-4.4pp |
| Annual return | -0.43% | 9.24%-9.7pp | 14.59%-15.0pp | 20.14%-20.6pp |
| Employer contribution / active EE | $1,823 | $1,874-2.7% | $2,683-32.0% | $2,281-20.1% |
| Participant deferral / active EE | $3,012 | $2,374+26.9% | $3,096-2.7% | $3,203-6.0% |
| Admin fee / account holder | $95 | $2,594-96.3% | $3,141-97.0% | $4,296-97.8% |