Filed October 26, 2021
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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $15,443 | $81,276-81.0% | $155,574-90.1% | $80,925-80.9% |
| Participation rate | 20.0% | 66.2%-46.2pp | 78.2%-58.2pp | 67.7%-47.7pp |
| Annual return | 14.21% | 33.36%-19.2pp | 64.87%-50.7pp | 35.65%-21.4pp |
| Employer contribution / active EE | $210 | $3,103-93.2% | $4,676-95.5% | $2,756-92.4% |
| Participant deferral / active EE | $1,003 | $3,453-71.0% | $5,629-82.2% | $4,299-76.7% |
| Admin fee / account holder | $6 | $7,993-99.9% | $15,914-100.0% | $6,940-99.9% |