Filed January 24, 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 | $5,328 | $35,986-85.2% | $77,513-93.1% | $73,493-92.7% |
| Participation rate | 28.0% | 40.8%-12.8pp | 54.2%-26.2pp | 70.7%-42.7pp |
| Annual return | 0.00% | 19.26%-19.3pp | 54.81%-54.8pp | 28.51%-28.5pp |
| Employer contribution / active EE | $0 | $557-100.0% | $987-100.0% | $2,270-100.0% |
| Participant deferral / active EE | $577 | $1,198-51.9% | $1,861-69.0% | $3,740-84.6% |
| Admin fee / account holder | $19 | $466-96.0% | $2,859-99.4% | $513-96.4% |