Filed January 20, 2021
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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 | $8,375 | $48,078-82.6% | $78,676-89.4% | $62,881-86.7% |
| Participation rate | 29.6% | 65.2%-35.6pp | 73.6%-43.9pp | 69.3%-39.7pp |
| Annual return | 0.00% | 31.36%-31.4pp | 62.19%-62.2pp | 20.14%-20.1pp |
| Employer contribution / active EE | $847 | $2,015-58.0% | $2,850-70.3% | $2,281-62.9% |
| Participant deferral / active EE | $1,829 | $2,587-29.3% | $3,517-48.0% | $3,203-42.9% |
| Admin fee / account holder | $2 | $3,206-99.9% | $4,510-100.0% | $4,296-100.0% |