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Click to edit Master subtitle style Retirement Plan Participation Analysis For Plan Sponsor Use Only July 2011.

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Presentation on theme: "Click to edit Master subtitle style Retirement Plan Participation Analysis For Plan Sponsor Use Only July 2011."— Presentation transcript:

1 Click to edit Master subtitle style Retirement Plan Participation Analysis For Plan Sponsor Use Only July 2011

2 Executive Summary

3 Overview of Findings

4 Click to edit the outline text format Second Outline Level  Third Outline Level Fourth Outline Level  Fifth Outline Level  Sixth Outline Level  Seventh Outline Level  Eighth Outline Level  Ninth Outline LevelClick to edit Master text styles  Second level  Third level  Fourth level » Fifth level Analysis of Plan Contributions

5 Contributions by Age

6 Click to edit the outline text format Second Outline Level  Third Outline Level Fourth Outline Level  Fifth Outline Level  Sixth Outline Level  Seventh Outline Level  Eighth Outline Level  Ninth Outline LevelClick to edit Master text styles  Second level  Third level  Fourth level » Fifth level Click to edit the outline text format Second Outline Level  Third Outline Level Fourth Outline Level  Fifth Outline Level  Sixth Outline Level  Seventh Outline Level  Eighth Outline Level  Ninth Outline LevelClick to edit Master text styles  Second level  Third level  Fourth level » Fifth level Click to edit the outline text format Second Outline Level  Third Outline Level Fourth Outline Level  Fifth Outline Level  Sixth Outline Level  Seventh Outline Level  Eighth Outline Level  Ninth Outline LevelClick to edit Master text styles  Second level  Third level  Fourth level » Fifth level Participation Analysis

7 Non-Participant Summary

8 Click to edit the outline text format Second Outline Level  Third Outline Level Fourth Outline Level  Fifth Outline Level  Sixth Outline Level  Seventh Outline Level  Eighth Outline Level  Ninth Outline LevelClick to edit Master text styles  Second level  Third level  Fourth level » Fifth level Click to edit the outline text format Second Outline Level  Third Outline Level Fourth Outline Level  Fifth Outline Level  Sixth Outline Level  Seventh Outline Level  Eighth Outline Level  Ninth Outline LevelClick to edit Master text styles  Second level  Third level  Fourth level » Fifth level Click to edit the outline text format Second Outline Level  Third Outline Level Fourth Outline Level  Fifth Outline Level  Sixth Outline Level  Seventh Outline Level  Eighth Outline Level  Ninth Outline LevelClick to edit Master text styles  Second level  Third level  Fourth level » Fifth level Participation Analysis Match Eligible Group only

9 Non-Participant Summary Match Eligible Group only

10 Average Balance Balances effective May 16, EEs Average Balances are the highest among employees age 45 – 74 and peaks among employees between the ages of Average Balances are the highest among employees with salaries of $60,000 and above and peaks among employees with salaries above $150,000.

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 Securities products are offered through MetLife Securities, Inc. (MSI) (member FINRA/SIPC), 1095 Avenue of the Americas, New York, NY MLIC and MSI are MetLife companies. MLR L [exp0812][All States][DC]


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