Filed December 9, 2020 (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.
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 | $6,600 | $46,339-85.8% | $143,801-95.4% | $64,829-89.8% |
| Participation rate | 47.8% | 64.3%-16.4pp | 80.3%-32.5pp | 71.5%-23.6pp |
| Annual return | 0.00% | -10.05%+10.1pp | -0.04%0pp | 32.85%-32.8pp |
| Employer contribution / active EE | $0 | $1,911-100.0% | $4,952-100.0% | $2,507-100.0% |
| Participant deferral / active EE | $1,223 | $2,648-53.8% | $5,639-78.3% | $4,312-71.6% |
| Admin fee / account holder | $20 | $154-87.1% | $14,680-99.9% | $188-89.4% |