Filed October 1, 2018
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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.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $53,367 | $63,346-15.8% | $92,240-42.1% | $70,126-23.9% |
| Participation rate | 6.3% | 68.7%-62.3pp | 76.5%-70.1pp | 69.5%-63.2pp |
| Annual return | 19.02% | 530.19%-511.2pp | 176.29%-157.3pp | 73.15%-54.1pp |
| Employer contribution / active EE | $0 | $2,471-100.0% | $3,680-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $289 | $2,854-89.9% | $3,897-92.6% | $3,332-91.3% |
| Admin fee / account holder | $0 | $3,841-100.0% | $5,194-100.0% | $4,645-100.0% |