Filed January 15, 2018
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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.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $65,045 | $56,200+15.7% | $67,653-3.9% | $59,633+9.1% |
| Participation rate | 61.7% | 71.5%-9.8pp | 75.7%-14.0pp | 68.7%-7.0pp |
| Annual return | -0.72% | 18506.71%-18507.4pp | 6625.22%-6625.9pp | 2041.40%-2042.1pp |
| Employer contribution / active EE | $236 | $1,615-85.4% | $2,266-89.6% | $2,203-89.3% |
| Participant deferral / active EE | $2,688 | $2,843-5.5% | $3,560-24.5% | $3,192-15.8% |
| Admin fee / account holder | $0 | $3,959-100.0% | $4,821-100.0% | $4,297-100.0% |