Filed February 17, 2022
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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 | $28,030 | $135,956-79.4% | $123,894-77.4% | $273,972-89.8% |
| Participation rate | 33.3% | 84.1%-50.7pp | 81.4%-48.1pp | 83.0%-49.7pp |
| Annual return | 10.55% | 56.63%-46.1pp | 47.52%-37.0pp | 41.46%-30.9pp |
| Employer contribution / active EE | $873 | $5,170-83.1% | $4,617-81.1% | $4,869-82.1% |
| Participant deferral / active EE | $1,874 | $6,343-70.5% | $5,984-68.7% | $5,287-64.6% |
| Admin fee / account holder | $195 | $9,817-98.0% | $8,357-97.7% | $10,133-98.1% |