Filed October 27, 2014
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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 | $2,064 | $41,854-95.1% | $73,836-97.2% | $52,331-96.1% |
| Participation rate | 62.2% | 66.2%-4.0pp | 73.4%-11.2pp | 68.1%-5.9pp |
| Annual return | 0.00% | 2.11%-2.1pp | 2268.06%-2268.1pp | 4.54%-4.5pp |
| Employer contribution / active EE | $0 | $1,920-100.0% | $2,787-100.0% | $1,882-100.0% |
| Participant deferral / active EE | $1,433 | $2,498-42.6% | $3,583-60.0% | $3,022-52.6% |
| Admin fee / account holder | $66 | $493-86.5% | $4,882-98.6% | $592-88.8% |