Filed April 14, 2016
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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $4,172 | $93,064-95.5% | $74,577-94.4% | $273,972-98.5% |
| Participation rate | 36.4% | 74.9%-38.6pp | 68.1%-31.7pp | 83.0%-46.7pp |
| Annual return | 5.64% | 26.18%-20.5pp | 20.47%-14.8pp | 41.46%-35.8pp |
| Employer contribution / active EE | $0 | $3,160-100.0% | $2,525-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $696 | $4,160-83.3% | $3,458-79.9% | $5,287-86.8% |
| Admin fee / account holder | $101 | $5,273-98.1% | $4,138-97.6% | $10,133-99.0% |