Filed March 20, 2018
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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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $57,352 | $75,720-24.3% | $90,312-36.5% | $86,983-34.1% |
| Participation rate | 17.0% | 66.3%-49.3pp | 72.9%-55.9pp | 69.5%-52.5pp |
| Annual return | 16.39% | 18.55%-2.2pp | 18.90%-2.5pp | 25.83%-9.4pp |
| Employer contribution / active EE | $228 | $1,945-88.3% | $2,243-89.8% | $2,584-91.2% |
| Participant deferral / active EE | $738 | $3,001-75.4% | $3,749-80.3% | $4,194-82.4% |
| Admin fee / account holder | $276 | $6,201-95.6% | $8,248-96.7% | $7,856-96.5% |