Filed July 22, 2021
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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 | $49,485 | $81,276-39.1% | $155,574-68.2% | $80,925-38.9% |
| Participation rate | 60.3% | 66.2%-5.9pp | 78.2%-17.9pp | 67.7%-7.3pp |
| Annual return | -21.97% | 33.36%-55.3pp | 64.87%-86.8pp | 35.65%-57.6pp |
| Employer contribution / active EE | $3,368 | $3,103+8.5% | $4,676-28.0% | $2,756+22.2% |
| Participant deferral / active EE | $2,255 | $3,453-34.7% | $5,629-59.9% | $4,299-47.6% |
| Admin fee / account holder | $0 | $7,993-100.0% | $15,914-100.0% | $6,940-100.0% |