Filed March 4, 2015
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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.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,897 | $160,059-74.4% | $140,019-70.8% | $135,379-69.8% |
| Participation rate | 42.9% | 88.5%-45.7pp | 87.5%-44.6pp | 82.6%-39.8pp |
| Annual return | -4.18% | 911.44%-915.6pp | 651.15%-655.3pp | 519.79%-524.0pp |
| Employer contribution / active EE | $0 | $6,420-100.0% | $5,605-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $1,186 | $7,641-84.5% | $6,927-82.9% | $5,609-78.9% |
| Admin fee / account holder | $0 | $13,328-100.0% | $10,705-100.0% | $10,828-100.0% |