Filed June 17, 2019
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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return 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 | $13,805 | $72,114-80.9% | $108,745-87.3% | $62,881-78.0% |
| Participation rate | 65.1% | 74.6%-9.5pp | 77.7%-12.6pp | 69.3%-4.2pp |
| Annual return | 4.37% | 13.41%-9.0pp | 46.22%-41.9pp | 20.14%-15.8pp |
| Employer contribution / active EE | $756 | $2,694-71.9% | $3,323-77.3% | $2,281-66.9% |
| Participant deferral / active EE | $1,594 | $4,044-60.6% | $5,121-68.9% | $3,203-50.2% |
| Admin fee / account holder | $285 | $4,608-93.8% | $6,144-95.4% | $4,296-93.4% |