Filed November 30, 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.
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 | $8,120 | $91,179-91.1% | $178,499-95.5% | $79,852-89.8% |
| Participation rate | 27.6% | 69.2%-41.6pp | 81.9%-54.3pp | 69.6%-42.1pp |
| Annual return | 21.54% | 24.19%-2.7pp | 151.10%-129.6pp | 31.72%-10.2pp |
| Employer contribution / active EE | $0 | $3,256-100.0% | $5,011-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $992 | $3,236-69.4% | $5,202-80.9% | $3,740-73.5% |
| Admin fee / account holder | $78 | $6,749-98.8% | $13,986-99.4% | $5,306-98.5% |