Filed February 3, 2020 (most recent of 4 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 | $28,966 | $83,485-65.3% | $125,195-76.9% | $72,976-60.3% |
| Participation rate | 47.6% | 73.3%-25.7pp | 79.8%-32.2pp | 69.5%-21.9pp |
| Annual return | 23.77% | 25.77%-2.0pp | 43.79%-20.0pp | 81.02%-57.2pp |
| Employer contribution / active EE | $0 | $2,346-100.0% | $3,866-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $1,449 | $3,586-59.6% | $4,937-70.7% | $3,608-59.8% |
| Admin fee / account holder | $89 | $5,518-98.4% | $9,704-99.1% | $5,124-98.3% |