Filed March 21, 2019
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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 | $3,387 | $49,896-93.2% | $80,627-95.8% | $75,173-95.5% |
| Participation rate | 40.0% | 55.3%-15.3pp | 67.0%-27.0pp | 67.2%-27.2pp |
| Annual return | 20.14% | 34.67%-14.5pp | 936.76%-916.6pp | 160.72%-140.6pp |
| Employer contribution / active EE | $0 | $1,699-100.0% | $2,723-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $782 | $2,992-73.9% | $4,443-82.4% | $4,126-81.0% |
| Admin fee / account holder | $80 | $3,578-97.8% | $5,381-98.5% | $5,651-98.6% |