Filed June 1, 2022
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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.
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 | $5,891 | $142,409-95.9% | $119,634-95.1% | $134,545-95.6% |
| Participation rate | 60.0% | 82.8%-22.8pp | 79.3%-19.3pp | 81.2%-21.2pp |
| Annual return | 0.00% | -12.46%+12.5pp | -14.98%+15.0pp | 418.37%-418.4pp |
| Employer contribution / active EE | $1,101 | $5,224-78.9% | $4,232-74.0% | $4,742-76.8% |
| Participant deferral / active EE | $1,761 | $6,468-72.8% | $5,601-68.6% | $6,401-72.5% |
| Admin fee / account holder | $23 | $13,594-99.8% | $10,329-99.8% | $11,431-99.8% |