Filed December 13, 2019
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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $19,270 | $46,534-58.6% | $64,097-69.9% | $75,177-74.4% |
| Participation rate | 47.5% | 65.9%-18.4pp | 72.3%-24.8pp | 67.2%-19.7pp |
| Annual return | 8.72% | 26.07%-17.3pp | 33.75%-25.0pp | 160.75%-152.0pp |
| Employer contribution / active EE | $0 | $1,976-100.0% | $2,750-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $0 | $2,835-100.0% | $3,881-100.0% | $4,126-100.0% |
| Admin fee / account holder | $21 | $2,957-99.3% | $3,070-99.3% | $5,651-99.6% |