Filed December 11, 2018
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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return 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 | $10,192 | $64,324-84.2% | $118,914-91.4% | $79,856-87.2% |
| Participation rate | 46.4% | 64.9%-18.4pp | 75.4%-29.0pp | 69.6%-23.2pp |
| Annual return | -7.30% | 86.45%-93.8pp | 35.89%-43.2pp | 31.71%-39.0pp |
| Employer contribution / active EE | $1,190 | $1,836-35.2% | $3,264-63.5% | $2,471-51.8% |
| Participant deferral / active EE | $1,763 | $2,824-37.6% | $4,266-58.7% | $3,741-52.9% |
| Admin fee / account holder | $42 | $4,040-99.0% | $6,582-99.4% | $5,306-99.2% |