Filed April 18, 2014 (most recent of 2 filings on file)
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $9,245 | $275,752-96.6% | $256,809-96.4% | $198,609-95.3% |
| Participation rate | 25.0% | 89.2%-64.2pp | 88.5%-63.5pp | 82.4%-57.4pp |
| Annual return | 12.79% | 34.81%-22.0pp | 32.73%-19.9pp | 202.70%-189.9pp |
| Employer contribution / active EE | $0 | $7,721-100.0% | $7,263-100.0% | $5,055-100.0% |
| Participant deferral / active EE | $0 | $10,037-100.0% | $9,520-100.0% | $6,977-100.0% |
| Admin fee / account holder | $129 | $25,716-99.5% | $25,146-99.5% | $19,030-99.3% |