Filed May 9, 2019
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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.
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 | $4,782 | $72,177-93.4% | $115,038-95.8% | $59,633-92.0% |
| Participation rate | 54.1% | 72.6%-18.5pp | 81.4%-27.3pp | 68.7%-14.6pp |
| Annual return | 0.00% | 12.02%-12.0pp | 26.14%-26.1pp | 2041.45%-2041.5pp |
| Employer contribution / active EE | $810 | $2,841-71.5% | $4,608-82.4% | $2,203-63.2% |
| Participant deferral / active EE | $1,505 | $4,783-68.5% | $6,026-75.0% | $3,192-52.9% |
| Admin fee / account holder | $187 | $4,927-96.2% | $8,175-97.7% | $4,297-95.7% |