Filed October 19, 2015 (most recent of 2 filings on file)
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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 | $17,372 | $56,544-69.3% | $75,501-77.0% | $70,126-75.2% |
| Participation rate | 40.9% | 68.1%-27.2pp | 72.4%-31.4pp | 69.5%-28.6pp |
| Annual return | 21.37% | 23.59%-2.2pp | 27.35%-6.0pp | 73.15%-51.8pp |
| Employer contribution / active EE | $312 | $1,817-82.8% | $2,352-86.7% | $2,343-86.7% |
| Participant deferral / active EE | $352 | $2,580-86.4% | $3,142-88.8% | $3,332-89.4% |
| Admin fee / account holder | $88 | $3,827-97.7% | $5,801-98.5% | $4,646-98.1% |