Filed December 15, 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.
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 | $15,174 | $102,065-85.1% | $453,569-96.7% | $85,847-82.3% |
| Participation rate | 55.9% | 72.4%-16.5pp | 78.0%-22.1pp | 69.3%-13.4pp |
| Annual return | 15.49% | 25.44%-9.9pp | 64.43%-48.9pp | 318.61%-303.1pp |
| Employer contribution / active EE | $0 | $2,852-100.0% | $4,072-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $2,020 | $4,789-57.8% | $6,211-67.5% | $3,952-48.9% |
| Admin fee / account holder | $38 | $5,717-99.3% | $11,214-99.7% | $6,261-99.4% |