Filed January 10, 2018
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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $89,056 | $84,518+5.4% | $67,704+31.5% | $125,389-29.0% |
| Participation rate | 43.8% | 74.8%-31.0pp | 67.5%-23.8pp | 83.2%-39.4pp |
| Annual return | -0.92% | 2.57%-3.5pp | 25.41%-26.3pp | 282.24%-283.2pp |
| Employer contribution / active EE | $295 | $3,292-91.0% | $2,559-88.5% | $4,866-93.9% |
| Participant deferral / active EE | $2,782 | $4,430-37.2% | $3,585-22.4% | $5,352-48.0% |
| Admin fee / account holder | $188 | $5,340-96.5% | $4,255-95.6% | $9,541-98.0% |