Filed May 10, 2018 (most recent of 2 filings on file)
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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.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $11,611 | $45,152-74.3% | $73,836-84.3% | $59,633-80.5% |
| Participation rate | 44.7% | 64.0%-19.3pp | 73.4%-28.7pp | 68.7%-23.9pp |
| Annual return | 2.66% | 27.40%-24.7pp | 2268.06%-2265.4pp | 2041.45%-2038.8pp |
| Employer contribution / active EE | $1,074 | $1,901-43.5% | $2,787-61.5% | $2,203-51.2% |
| Participant deferral / active EE | $1,926 | $2,573-25.1% | $3,583-46.2% | $3,192-39.7% |
| Admin fee / account holder | $158 | $3,515-95.5% | $4,882-96.8% | $4,297-96.3% |