Filed November 16, 2020
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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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $6,300 | $52,467-88.0% | $57,196-89.0% | $55,167-88.6% |
| Participation rate | 58.3% | 75.8%-17.5pp | 75.3%-17.0pp | 69.0%-10.7pp |
| Annual return | 0.00% | 7.72%-7.7pp | 14.59%-14.6pp | 169.23%-169.2pp |
| Employer contribution / active EE | $1,185 | $2,477-52.1% | $2,683-55.8% | $1,963-39.6% |
| Participant deferral / active EE | $1,671 | $2,830-41.0% | $3,096-46.0% | $3,054-45.3% |
| Admin fee / account holder | $4 | $269-98.4% | $3,141-99.9% | $504-99.2% |