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Retirement Plan Participation Analysis For Plan Sponsor Use Only

Retirement Plan Participation Analysis For Plan Sponsor Use Only. Executive Summary. Overview of Findings. Analysis of Plan Contributions. Contributions by Age. Participation Analysis. Non-Participant Summary. Match Eligible Group only. Participation Analysis. Non-Participant Summary.

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Retirement Plan Participation Analysis For Plan Sponsor Use Only

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  1. Retirement Plan Participation Analysis For Plan Sponsor Use Only

  2. Executive Summary

  3. Overview of Findings

  4. Analysis of Plan Contributions

  5. Contributions by Age

  6. Participation Analysis

  7. Non-Participant Summary

  8. Match Eligible Group only Participation Analysis

  9. Non-Participant Summary Match Eligible Group only

  10. Average Balance 5 EEs Balances effective May 16, 2011

  11. Tenure Analysis Dollar figures represent average contributions

  12. Average Account Balance

  13. Marital Status

  14. Gender Analysis

  15. TOP 15 Departments

  16. Results of Analysis • 23.7% of current participants are under the 4% contribution rate. • Peak participation among the match eligible group is older (45 versus 40) with salaries between $50 to $59,000. • Peak opportunity among non-participants in the match eligible group are between 35 and 64 with salaries above $70,000. • Average account balance by tenure and age indicate smaller account balances in the 30 – 39 years of service group among older employees (ages 60 to 69). • Contribution rates drop off by 2.7% between the 11 to 15 and the 15+ year group. Contribution rates increase by 58% between < 2 years and the 2 to 4 year group.

  17. Metropolitan Life Insurance Company (MLIC), New York, NY 10166. Securities products are offered through MetLife Securities, Inc. (MSI) (member FINRA/SIPC), 1095 Avenue of the Americas, New York, NY 10036. MLIC and MSI are MetLife companies. MLR19000544252 L0811204203[exp0812][All States][DC]

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