Filed October 30, 2019
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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 | $12,284 | $56,894-78.4% | $84,753-85.5% | $62,881-80.5% |
| Participation rate | 30.3% | 68.5%-38.2pp | 76.6%-46.3pp | 69.3%-39.0pp |
| Annual return | 28.37% | 6.30%+22.1pp | 22.78%+5.6pp | 20.14%+8.2pp |
| Employer contribution / active EE | $0 | $2,400-100.0% | $3,574-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $1,996 | $2,709-26.3% | $3,712-46.2% | $3,203-37.7% |
| Admin fee / account holder | $163 | $3,581-95.5% | $5,333-96.9% | $4,296-96.2% |