Filed December 21, 2017 (most recent of 2 filings on file)
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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 | $6,892 | $44,850-84.6% | $60,547-88.6% | $59,633-88.4% |
| Participation rate | 8.9% | 59.5%-50.5pp | 68.0%-59.0pp | 68.7%-59.7pp |
| Annual return | -0.79% | 1074.14%-1074.9pp | 335.64%-336.4pp | 2041.45%-2042.2pp |
| Employer contribution / active EE | $0 | $1,462-100.0% | $2,419-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $388 | $2,230-82.6% | $3,328-88.4% | $3,192-87.9% |
| Admin fee / account holder | $296 | $3,635-91.8% | $4,536-93.5% | $4,297-93.1% |