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.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $97,020 | $91,474+6.1% | $135,982-28.7% | $71,529+35.6% |
| Participation rate | 5.8% | 75.7%-69.9pp | 81.9%-76.1pp | 67.9%-62.1pp |
| Annual return | 42.98% | 29.89%+13.1pp | 68.32%-25.3pp | 28.97%+14.0pp |
| Employer contribution / active EE | $964 | $3,705-74.0% | $4,859-80.2% | $2,590-62.8% |
| Participant deferral / active EE | $0 | $7,095-100.0% | $7,760-100.0% | $4,291-100.0% |
| Admin fee / account holder | $12 | $1,267-99.0% | $10,767-99.9% | $1,588-99.2% |