Filed July 3, 2005
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $6,434 | $54,380-88.2% | $68,509-90.6% | $59,633-89.2% |
| Participation rate | 21.4% | 70.2%-48.8pp | 74.7%-53.3pp | 68.7%-47.2pp |
| Annual return | -1.32% | 2.83%-4.2pp | 8.27%-9.6pp | 2041.47%-2042.8pp |
| Employer contribution / active EE | $0 | $1,539-100.0% | $2,278-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $199 | $2,643-92.5% | $3,382-94.1% | $3,192-93.8% |
| Admin fee / account holder | $241 | $3,885-93.8% | $5,275-95.4% | $4,297-94.4% |