Filed September 24, 2021
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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.
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 | $5,608 | $58,888-90.5% | $178,498-96.9% | $73,493-92.4% |
| Participation rate | 42.0% | 66.2%-24.3pp | 81.9%-40.0pp | 70.7%-28.7pp |
| Annual return | 58.11% | 24.86%+33.2pp | 151.09%-93.0pp | 28.51%+29.6pp |
| Employer contribution / active EE | $1,691 | $2,236-24.4% | $5,011-66.3% | $2,270-25.5% |
| Participant deferral / active EE | $520 | $2,568-79.8% | $5,202-90.0% | $3,740-86.1% |
| Admin fee / account holder | $233 | $400-41.7% | $13,985-98.3% | $513-54.5% |