Filed March 26, 2018
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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 | $19,529 | $87,834-77.8% | $133,975-85.4% | $62,881-68.9% |
| Participation rate | 61.4% | 83.4%-21.9pp | 87.1%-25.6pp | 69.3%-7.9pp |
| Annual return | 21.59% | 12.05%+9.5pp | 29.29%-7.7pp | 20.14%+1.4pp |
| Employer contribution / active EE | $0 | $3,482-100.0% | $5,211-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $2,862 | $4,812-40.5% | $6,282-54.4% | $3,203-10.6% |
| Admin fee / account holder | $123 | $5,372-97.7% | $9,324-98.7% | $4,296-97.1% |