Filed August 10, 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.
Participant 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 | $11,559 | $70,667-83.6% | $123,105-90.6% | $52,331-77.9% |
| Participation rate | 19.0% | 83.7%-64.7pp | 86.8%-67.7pp | 68.1%-49.1pp |
| Annual return | 0.06% | 6.23%-6.2pp | 13.22%-13.2pp | 4.54%-4.5pp |
| Employer contribution / active EE | $0 | $2,946-100.0% | $5,151-100.0% | $1,882-100.0% |
| Participant deferral / active EE | $193 | $4,493-95.7% | $6,229-96.9% | $3,022-93.6% |
| Admin fee / account holder | $235 | $506-53.7% | $9,014-97.4% | $592-60.3% |