Filed February 21, 2022
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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 | $9,913 | $48,053-79.4% | $84,628-88.3% | $72,975-86.4% |
| Participation rate | 48.3% | 57.6%-9.3pp | 68.2%-20.0pp | 69.5%-21.2pp |
| Annual return | 43.52% | 37.39%+6.1pp | 258.80%-215.3pp | 81.01%-37.5pp |
| Employer contribution / active EE | $973 | $1,602-39.2% | $2,653-63.3% | $2,440-60.1% |
| Participant deferral / active EE | $2,932 | $2,681+9.4% | $3,900-24.8% | $3,608-18.7% |
| Admin fee / account holder | $170 | $3,395-95.0% | $4,914-96.5% | $5,124-96.7% |