Filed January 15, 2019
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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $10,415 | $44,221-76.4% | $121,220-91.4% | $56,289-81.5% |
| Participation rate | 49.2% | 61.1%-11.8pp | 71.8%-22.5pp | 69.9%-20.6pp |
| Annual return | 0.00% | -3.58%+3.6pp | 16.94%-16.9pp | -9.96%+10.0pp |
| Employer contribution / active EE | $868 | $1,480-41.3% | $4,023-78.4% | $2,111-58.9% |
| Participant deferral / active EE | $0 | $2,521-100.0% | $3,345-100.0% | $3,350-100.0% |
| Admin fee / account holder | $0 | $480-100.0% | $5,021-100.0% | $521-100.0% |