Filed December 2, 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.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $59,599 | $96,558-38.3% | $80,977-26.4% | $273,972-78.2% |
| Participation rate | 66.7% | 79.1%-12.4pp | 75.8%-9.1pp | 83.0%-16.3pp |
| Annual return | 6.21% | 15.14%-8.9pp | 17.11%-10.9pp | 41.46%-35.2pp |
| Employer contribution / active EE | $0 | $4,869-100.0% | $3,715-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $3,059 | $6,598-53.6% | $5,696-46.3% | $5,287-42.1% |
| Admin fee / account holder | $4 | $7,493-99.9% | $5,517-99.9% | $10,133-100.0% |