Filed February 20, 2017
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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.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $53,615 | $78,682-31.9% | $109,188-50.9% | $85,851-37.5% |
| Participation rate | 58.6% | 68.3%-9.7pp | 75.9%-17.3pp | 69.3%-10.7pp |
| Annual return | 21.50% | 25.09%-3.6pp | 25.76%-4.3pp | 318.63%-297.1pp |
| Employer contribution / active EE | $270 | $2,734-90.1% | $3,723-92.7% | $2,565-89.5% |
| Participant deferral / active EE | $3,809 | $3,468+9.9% | $4,654-18.1% | $3,952-3.6% |
| Admin fee / account holder | $262 | $5,470-95.2% | $6,755-96.1% | $6,261-95.8% |