Filed October 13, 2017
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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.
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 | $3,258 | $48,570-93.3% | $130,660-97.5% | $72,983-95.5% |
| Participation rate | 53.3% | 58.6%-5.2pp | 71.7%-18.4pp | 69.5%-16.2pp |
| Annual return | 26.29% | 38.63%-12.3pp | 1709.29%-1683.0pp | 81.01%-54.7pp |
| Employer contribution / active EE | $159 | $1,334-88.1% | $4,092-96.1% | $2,440-93.5% |
| Participant deferral / active EE | $1,069 | $2,384-55.1% | $3,603-70.3% | $3,608-70.4% |
| Admin fee / account holder | $141 | $3,549-96.0% | $5,463-97.4% | $5,124-97.2% |