Filed October 31, 2017
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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 | $3,663 | $35,183-89.6% | $73,550-95.0% | $70,126-94.8% |
| Participation rate | 43.7% | 42.9%+0.7pp | 54.9%-11.2pp | 69.5%-25.9pp |
| Annual return | 60.93% | 26.90%+34.0pp | -15.16%+76.1pp | 73.15%-12.2pp |
| Employer contribution / active EE | $108 | $709-84.7% | $1,219-91.1% | $2,343-95.4% |
| Participant deferral / active EE | $696 | $1,220-42.9% | $1,804-61.4% | $3,332-79.1% |
| Admin fee / account holder | $259 | $2,302-88.7% | $2,320-88.8% | $4,645-94.4% |