Filed August 28, 2018
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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $45,681 | $75,962-39.9% | $154,111-70.4% | $64,173-28.8% |
| Participation rate | 59.5% | 70.4%-10.9pp | 83.0%-23.5pp | 69.6%-10.0pp |
| Annual return | -6.36% | 30.32%-36.7pp | 735.18%-741.5pp | 7.63%-14.0pp |
| Employer contribution / active EE | $1,491 | $3,350-55.5% | $5,298-71.9% | $2,381-37.4% |
| Participant deferral / active EE | $1,965 | $3,175-38.1% | $5,081-61.3% | $3,470-43.4% |
| Admin fee / account holder | $159 | $5,589-97.2% | $13,411-98.8% | $4,887-96.7% |