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.
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $63,771 | $176,688-63.9% | $130,660-51.2% | $152,897-58.3% |
| Participation rate | 21.1% | 79.0%-57.9pp | 71.7%-50.7pp | 82.5%-61.4pp |
| Annual return | -1.94% | 2693.08%-2695.0pp | 1709.29%-1711.2pp | 345.43%-347.4pp |
| Employer contribution / active EE | $0 | $5,743-100.0% | $4,092-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $785 | $4,362-82.0% | $3,603-78.2% | $5,851-86.6% |
| Admin fee / account holder | $0 | $7,131-100.0% | $5,463-100.0% | $11,599-100.0% |