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 | $3,368 | $82,523-95.9% | $115,752-97.1% | $70,126-95.2% |
| Participation rate | 28.6% | 74.0%-45.4pp | 77.8%-49.2pp | 69.5%-41.0pp |
| Annual return | 208.58% | 28.22%+180.4pp | 19.41%+189.2pp | 73.15%+135.4pp |
| Employer contribution / active EE | $0 | $2,758-100.0% | $3,492-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $876 | $4,062-78.4% | $5,204-83.2% | $3,332-73.7% |
| Admin fee / account holder | $24 | $4,552-99.5% | $6,278-99.6% | $4,645-99.5% |