Filed August 17, 2017
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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $9,362 | $47,848-80.4% | $81,473-88.5% | $70,124-86.6% |
| Participation rate | 35.3% | 58.3%-23.0pp | 68.0%-32.7pp | 69.5%-34.2pp |
| Annual return | 0.00% | 27.25%-27.2pp | 38.78%-38.8pp | 73.14%-73.1pp |
| Employer contribution / active EE | $847 | $1,527-44.6% | $2,568-67.0% | $2,342-63.9% |
| Participant deferral / active EE | $2,240 | $2,453-8.7% | $3,537-36.7% | $3,332-32.8% |
| Admin fee / account holder | $0 | $3,145-100.0% | $4,561-100.0% | $4,645-100.0% |