Filed July 18, 2017
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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 | $12,491 | $58,828-78.8% | $78,002-84.0% | $62,881-80.1% |
| Participation rate | 0.0% | 71.1%-71.1pp | 75.5%-75.5pp | 69.3%-69.3pp |
| Annual return | 1433.30% | 17.16%+1416.1pp | 425.99%+1007.3pp | 20.14%+1413.2pp |
| Employer contribution / active EE | $0 | $1,672-100.0% | $2,470-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $162 | $2,686-94.0% | $3,497-95.4% | $3,203-94.9% |
| Admin fee / account holder | $0 | $4,393-100.0% | $5,481-100.0% | $4,296-100.0% |