Filed December 15, 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 | $326 | $72,114-99.5% | $108,745-99.7% | $62,881-99.5% |
| Participation rate | 9.4% | 74.6%-65.2pp | 77.7%-68.3pp | 69.3%-59.9pp |
| Annual return | 0.00% | 13.41%-13.4pp | 46.22%-46.2pp | 20.14%-20.1pp |
| Employer contribution / active EE | $0 | $2,694-100.0% | $3,323-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $31 | $4,044-99.2% | $5,121-99.4% | $3,203-99.0% |
| Admin fee / account holder | $0 | $4,608-100.0% | $6,144-100.0% | $4,296-100.0% |