Filed January 13, 2021
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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 | $3,101 | $43,423-92.9% | $78,676-96.1% | $55,167-94.4% |
| Participation rate | 28.3% | 68.0%-39.7pp | 73.6%-45.2pp | 69.0%-40.7pp |
| Annual return | 0.00% | 11.53%-11.5pp | 62.19%-62.2pp | 169.23%-169.2pp |
| Employer contribution / active EE | $309 | $1,997-84.5% | $2,850-89.1% | $1,963-84.2% |
| Participant deferral / active EE | $574 | $2,509-77.1% | $3,517-83.7% | $3,054-81.2% |
| Admin fee / account holder | $31 | $416-92.6% | $4,510-99.3% | $504-93.9% |