Filed October 30, 2020 (most recent of 3 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.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $31,045 | $45,566-31.9% | $64,105-51.6% | $59,633-47.9% |
| Participation rate | 24.7% | 60.2%-35.5pp | 68.2%-43.5pp | 68.7%-44.0pp |
| Annual return | 2.89% | 4.95%-2.1pp | 791.24%-788.4pp | 2041.45%-2038.6pp |
| Employer contribution / active EE | $0 | $934-100.0% | $1,820-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $531 | $2,057-74.2% | $2,822-81.2% | $3,192-83.4% |
| Admin fee / account holder | $283 | $3,268-91.3% | $4,499-93.7% | $4,297-93.4% |