Filed May 28, 2020
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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.
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $78,127 | $110,410-29.2% | $102,437-23.7% | $145,897-46.5% |
| Participation rate | 11.8% | 77.9%-66.2pp | 74.5%-62.7pp | 80.3%-68.5pp |
| Annual return | -0.62% | 24.85%-25.5pp | 24.95%-25.6pp | 552.29%-552.9pp |
| Employer contribution / active EE | $695 | $4,217-83.5% | $3,871-82.0% | $4,663-85.1% |
| Participant deferral / active EE | $3,588 | $5,622-36.2% | $5,060-29.1% | $6,689-46.4% |
| Admin fee / account holder | $37 | $9,745-99.6% | $8,388-99.6% | $13,390-99.7% |