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 | $24,931 | $123,793-79.9% | $177,848-86.0% | $79,856-68.8% |
| Participation rate | 47.6% | 84.7%-37.0pp | 87.7%-40.1pp | 69.6%-22.0pp |
| Annual return | 16.22% | 22.82%-6.6pp | 48.33%-32.1pp | 31.71%-15.5pp |
| Employer contribution / active EE | $0 | $4,095-100.0% | $5,919-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $1,252 | $5,956-79.0% | $7,714-83.8% | $3,741-66.5% |
| Admin fee / account holder | $127 | $7,243-98.3% | $12,431-99.0% | $5,306-97.6% |