Filed October 4, 2021
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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $61,229 | $158,852-61.5% | $121,220-49.5% | $135,379-54.8% |
| Participation rate | 22.2% | 79.3%-57.1pp | 71.8%-49.5pp | 82.6%-60.4pp |
| Annual return | 13.03% | -0.64%+13.7pp | 16.94%-3.9pp | 519.79%-506.8pp |
| Employer contribution / active EE | $0 | $5,666-100.0% | $4,023-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $685 | $4,006-82.9% | $3,345-79.5% | $5,609-87.8% |
| Admin fee / account holder | $0 | $6,515-100.0% | $5,021-100.0% | $10,828-100.0% |