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 | $7,078 | $91,019-92.2% | $392,568-98.2% | $72,976-90.3% |
| Participation rate | 51.4% | 74.4%-22.9pp | 78.1%-26.6pp | 69.5%-18.1pp |
| Annual return | 26.11% | 20.00%+6.1pp | 24.42%+1.7pp | 81.02%-54.9pp |
| Employer contribution / active EE | $0 | $2,751-100.0% | $3,783-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $1,546 | $4,570-66.2% | $5,985-74.2% | $3,608-57.2% |
| Admin fee / account holder | $34 | $4,895-99.3% | $6,260-99.4% | $5,124-99.3% |