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 | $23,104 | $94,529-75.6% | $140,019-83.5% | $64,173-64.0% |
| Participation rate | 34.1% | 84.1%-50.0pp | 87.5%-53.4pp | 69.6%-35.5pp |
| Annual return | -5.42% | 7.77%-13.2pp | 651.17%-656.6pp | 7.63%-13.1pp |
| Employer contribution / active EE | $0 | $3,812-100.0% | $5,605-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $715 | $5,250-86.4% | $6,927-89.7% | $3,470-79.4% |
| Admin fee / account holder | $135 | $6,741-98.0% | $10,705-98.7% | $4,887-97.2% |