Filed September 16, 2021 (most recent of 2 filings on file)
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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.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $21,691 | $76,551-71.7% | $123,894-82.5% | $62,881-65.5% |
| Participation rate | 68.6% | 73.0%-4.4pp | 81.4%-12.8pp | 69.3%-0.7pp |
| Annual return | 0.00% | 18.68%-18.7pp | 47.52%-47.5pp | 20.14%-20.1pp |
| Employer contribution / active EE | $536 | $2,882-81.4% | $4,617-88.4% | $2,281-76.5% |
| Participant deferral / active EE | $1,165 | $4,840-75.9% | $5,984-80.5% | $3,203-63.6% |
| Admin fee / account holder | $61 | $4,826-98.7% | $8,357-99.3% | $4,296-98.6% |