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 | $38,246 | $183,978-79.2% | $162,171-76.4% | $152,885-75.0% |
| Participation rate | 57.1% | 88.5%-31.4pp | 87.6%-30.4pp | 82.5%-25.3pp |
| Annual return | 15.40% | 150.78%-135.4pp | 115.60%-100.2pp | 345.39%-330.0pp |
| Employer contribution / active EE | $0 | $6,370-100.0% | $5,613-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $1,629 | $8,033-79.7% | $7,297-77.7% | $5,851-72.2% |
| Admin fee / account holder | $0 | $13,122-100.0% | $10,843-100.0% | $11,598-100.0% |