Filed June 16, 2016 (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.
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 | $8,203 | $84,236-90.3% | $170,435-95.2% | $70,126-88.3% |
| Participation rate | 58.5% | 70.8%-12.3pp | 83.6%-25.1pp | 69.5%-11.0pp |
| Annual return | 0.00% | 23.06%-23.1pp | 205.94%-205.9pp | 73.15%-73.1pp |
| Employer contribution / active EE | $177 | $3,387-94.8% | $5,432-96.7% | $2,343-92.4% |
| Participant deferral / active EE | $1,697 | $3,086-45.0% | $4,939-65.6% | $3,332-49.1% |
| Admin fee / account holder | $100 | $5,698-98.2% | $13,881-99.3% | $4,646-97.8% |