Filed April 8, 2019 (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.
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 | $5,808 | $152,612-96.2% | $125,192-95.4% | $152,897-96.2% |
| Participation rate | 65.2% | 83.3%-18.1pp | 79.8%-14.6pp | 82.5%-17.2pp |
| Annual return | 0.00% | 54.85%-54.8pp | 43.79%-43.8pp | 345.43%-345.4pp |
| Employer contribution / active EE | $1,116 | $4,947-77.5% | $3,866-71.1% | $4,764-76.6% |
| Participant deferral / active EE | $2,796 | $5,868-52.4% | $4,937-43.4% | $5,851-52.2% |
| Admin fee / account holder | $277 | $13,437-97.9% | $9,704-97.1% | $11,599-97.6% |