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.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $19,681 | $57,065-65.5% | $75,670-74.0% | $70,131-71.9% |
| Participation rate | 24.0% | 68.1%-44.1pp | 72.3%-48.3pp | 69.5%-45.5pp |
| Annual return | 16.02% | 23.57%-7.5pp | 27.34%-11.3pp | 73.14%-57.1pp |
| Employer contribution / active EE | $0 | $1,817-100.0% | $2,352-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $398 | $2,580-84.6% | $3,142-87.3% | $3,332-88.1% |
| Admin fee / account holder | $0 | $3,825-100.0% | $5,800-100.0% | $4,645-100.0% |