Filed September 8, 2015
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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 | $11,446 | $75,962-84.9% | $154,108-92.6% | $64,173-82.2% |
| Participation rate | 44.4% | 70.4%-26.0pp | 83.0%-38.6pp | 69.6%-25.1pp |
| Annual return | 0.00% | 30.32%-30.3pp | 735.21%-735.2pp | 7.63%-7.6pp |
| Employer contribution / active EE | $603 | $3,350-82.0% | $5,298-88.6% | $2,381-74.7% |
| Participant deferral / active EE | $5,243 | $3,175+65.1% | $5,081+3.2% | $3,470+51.1% |
| Admin fee / account holder | $59 | $5,589-99.0% | $13,411-99.6% | $4,887-98.8% |