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 | $9,059 | $47,944-81.1% | $67,834-86.6% | $62,881-85.6% |
| Participation rate | 3.1% | 61.1%-58.0pp | 68.8%-65.7pp | 69.3%-66.2pp |
| Annual return | 7.58% | 11.77%-4.2pp | 138.47%-130.9pp | 20.14%-12.6pp |
| Employer contribution / active EE | $0 | $1,562-100.0% | $2,403-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $273 | $2,247-87.9% | $3,160-91.4% | $3,203-91.5% |
| Admin fee / account holder | $33 | $3,712-99.1% | $4,622-99.3% | $4,296-99.2% |