Filed March 1, 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 | $2,566 | $63,346-95.9% | $92,240-97.2% | $70,126-96.3% |
| Participation rate | 36.2% | 68.7%-32.4pp | 76.5%-40.2pp | 69.5%-33.3pp |
| Annual return | 0.00% | 530.19%-530.2pp | 176.29%-176.3pp | 73.15%-73.1pp |
| Employer contribution / active EE | $0 | $2,471-100.0% | $3,680-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $1,021 | $2,854-64.2% | $3,897-73.8% | $3,332-69.4% |
| Admin fee / account holder | $85 | $3,841-97.8% | $5,194-98.4% | $4,645-98.2% |