Filed January 24, 2022 (most recent of 2 filings on file)
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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 | $8,164 | $46,072-82.3% | $69,779-88.3% | $55,167-85.2% |
| Participation rate | 26.3% | 67.5%-41.1pp | 71.8%-45.5pp | 69.0%-42.7pp |
| Annual return | 0.00% | 8.68%-8.7pp | 12.99%-13.0pp | 169.23%-169.2pp |
| Employer contribution / active EE | $390 | $1,500-74.0% | $2,338-83.3% | $1,963-80.1% |
| Participant deferral / active EE | $542 | $2,344-76.9% | $2,931-81.5% | $3,054-82.2% |
| Admin fee / account holder | $0 | $428-100.0% | $4,381-100.0% | $504-100.0% |