Filed December 7, 2016
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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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $133,354 | $101,672+31.2% | $147,117-9.4% | $74,478+79.1% |
| Participation rate | 4.8% | 75.5%-70.7pp | 82.2%-77.4pp | 67.2%-62.4pp |
| Annual return | 37.07% | 8757.83%-8720.8pp | 420.54%-383.5pp | 1370.56%-1333.5pp |
| Employer contribution / active EE | $844 | $3,813-77.9% | $4,932-82.9% | $2,626-67.9% |
| Participant deferral / active EE | $0 | $7,305-100.0% | $8,065-100.0% | $4,350-100.0% |
| Admin fee / account holder | $0 | $1,753-100.0% | $12,993-100.0% | $1,946-100.0% |