Filed April 22, 2020 (most recent of 2 filings on file)
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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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,534 | $60,349-57.7% | $74,184-65.6% | $62,881-59.4% |
| Participation rate | 32.3% | 72.7%-40.4pp | 76.6%-44.3pp | 69.3%-37.0pp |
| Annual return | 8.50% | 21.38%-12.9pp | 17.74%-9.2pp | 20.14%-11.6pp |
| Employer contribution / active EE | $87 | $1,680-94.8% | $2,370-96.3% | $2,281-96.2% |
| Participant deferral / active EE | $1,038 | $2,856-63.7% | $3,550-70.8% | $3,203-67.6% |
| Admin fee / account holder | $28 | $4,261-99.3% | $5,586-99.5% | $4,296-99.3% |