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 | $72,607-21.0% | $90,259-36.5% | $87,485-34.4% |
| Participation rate | 17.0% | 64.8%-47.8pp | 70.7%-53.7pp | 68.9%-51.9pp |
| Annual return | 16.39% | 18.59%-2.2pp | 18.88%-2.5pp | 26.06%-9.7pp |
| Employer contribution / active EE | $228 | $1,919-88.1% | $2,291-90.0% | $2,596-91.2% |
| Participant deferral / active EE | $738 | $3,055-75.8% | $3,827-80.7% | $4,274-82.7% |
| Admin fee / account holder | $276 | $5,947-95.4% | $7,267-96.2% | $7,775-96.5% |