Filed April 4, 2018 (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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $19,519 | $63,346-69.2% | $92,240-78.8% | $70,126-72.2% |
| Participation rate | 57.1% | 68.7%-11.5pp | 76.5%-19.3pp | 69.5%-12.4pp |
| Annual return | 32.16% | 530.19%-498.0pp | 176.29%-144.1pp | 73.15%-41.0pp |
| Employer contribution / active EE | $393 | $2,471-84.1% | $3,680-89.3% | $2,343-83.2% |
| Participant deferral / active EE | $3,212 | $2,854+12.6% | $3,897-17.6% | $3,332-3.6% |
| Admin fee / account holder | $85 | $3,841-97.8% | $5,194-98.4% | $4,645-98.2% |