Filed August 7, 2017
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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $18,705 | $45,050-58.5% | $63,018-70.3% | $70,126-73.3% |
| Participation rate | 9.1% | 69.5%-60.4pp | 74.8%-65.7pp | 69.5%-60.4pp |
| Annual return | 2761.63% | 18.76%+2742.9pp | 87.62%+2674.0pp | 73.15%+2688.5pp |
| Employer contribution / active EE | $0 | $2,052-100.0% | $2,761-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $480 | $2,466-80.5% | $3,330-85.6% | $3,332-85.6% |
| Admin fee / account holder | $0 | $2,834-100.0% | $3,601-100.0% | $4,645-100.0% |