Filed May 1, 2018
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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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $38,165-100.0% | $189,758-100.0% | $69,255-100.0% |
| Participation rate | 0.0% | 66.7%-66.7pp | 79.8%-79.8pp | 69.0%-69.0pp |
| Annual return | 0.00% | 14.65%-14.6pp | 52.62%-52.6pp | 26.73%-26.7pp |
| Employer contribution / active EE | $0 | $1,589-100.0% | $4,767-100.0% | $2,645-100.0% |
| Participant deferral / active EE | $0 | $2,073-100.0% | $5,856-100.0% | $2,890-100.0% |
| Admin fee / account holder | $0 | $714-100.0% | $20,388-100.0% | $733-100.0% |