Filed October 10, 2016 (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.
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 | $18,604 | $82,028-77.3% | $123,105-84.9% | $59,633-68.8% |
| Participation rate | 39.0% | 83.2%-44.2pp | 86.8%-47.8pp | 68.7%-29.6pp |
| Annual return | -0.79% | 5.12%-5.9pp | 13.22%-14.0pp | 2041.45%-2042.2pp |
| Employer contribution / active EE | $0 | $3,297-100.0% | $5,151-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $726 | $4,667-84.4% | $6,229-88.3% | $3,192-77.2% |
| Admin fee / account holder | $234 | $5,879-96.0% | $9,014-97.4% | $4,297-94.5% |