Filed January 10, 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 | $81,110 | $43,075+88.3% | $74,577+8.8% | $62,881+29.0% |
| Participation rate | 12.5% | 58.1%-45.6pp | 68.1%-55.6pp | 69.3%-56.8pp |
| Annual return | 8.21% | 17.50%-9.3pp | 20.47%-12.3pp | 20.14%-11.9pp |
| Employer contribution / active EE | $60 | $1,498-96.0% | $2,525-97.6% | $2,281-97.4% |
| Participant deferral / active EE | $498 | $2,389-79.1% | $3,458-85.6% | $3,203-84.4% |
| Admin fee / account holder | $269 | $2,840-90.5% | $4,138-93.5% | $4,296-93.7% |