Filed December 8, 2017
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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 | $5,051 | $53,128-90.5% | $86,582-94.2% | $70,126-92.8% |
| Participation rate | 25.0% | 65.3%-40.3pp | 73.5%-48.5pp | 69.5%-44.5pp |
| Annual return | 69.60% | 27.66%+41.9pp | 965.08%-895.5pp | 73.15%-3.5pp |
| Employer contribution / active EE | $506 | $2,068-75.5% | $2,839-82.2% | $2,343-78.4% |
| Participant deferral / active EE | $769 | $2,695-71.5% | $3,609-78.7% | $3,332-76.9% |
| Admin fee / account holder | $5 | $3,584-99.9% | $4,904-99.9% | $4,645-99.9% |