Filed February 24, 2016
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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.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $60,308 | $227,291-73.5% | $214,702-71.9% | $155,188-61.1% |
| Participation rate | 64.3% | 88.0%-23.7pp | 87.5%-23.2pp | 80.8%-16.5pp |
| Annual return | 10.71% | 60.08%-49.4pp | 54.55%-43.8pp | 148.84%-138.1pp |
| Employer contribution / active EE | $0 | $6,772-100.0% | $6,461-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $1,647 | $9,582-82.8% | $9,147-82.0% | $6,531-74.8% |
| Admin fee / account holder | $8 | $20,413-100.0% | $19,830-100.0% | $14,480-99.9% |