Filed April 7, 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 | $5,858 | $76,371-92.3% | $93,621-93.7% | $72,975-92.0% |
| Participation rate | 31.3% | 71.8%-40.5pp | 75.8%-44.6pp | 69.5%-38.2pp |
| Annual return | 0.00% | 25.82%-25.8pp | 32.76%-32.8pp | 81.01%-81.0pp |
| Employer contribution / active EE | $412 | $2,276-81.9% | $2,719-84.8% | $2,440-83.1% |
| Participant deferral / active EE | $1,318 | $3,538-62.8% | $4,070-67.6% | $3,608-63.5% |
| Admin fee / account holder | $0 | $6,839-100.0% | $7,890-100.0% | $5,124-100.0% |