Filed December 16, 2015 (most recent of 2 filings on file)
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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer 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 | $27,554 | $140,592-80.4% | $123,106-77.6% | $125,388-78.0% |
| Participation rate | 40.0% | 88.2%-48.2pp | 86.8%-46.8pp | 83.2%-43.2pp |
| Annual return | -2.68% | 16.80%-19.5pp | 13.22%-15.9pp | 282.24%-284.9pp |
| Employer contribution / active EE | $1,073 | $6,041-82.2% | $5,151-79.2% | $4,866-78.0% |
| Participant deferral / active EE | $3,497 | $6,980-49.9% | $6,229-43.9% | $5,352-34.7% |
| Admin fee / account holder | $0 | $11,198-100.0% | $9,015-100.0% | $9,541-100.0% |