Filed June 30, 2021
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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 | $522 | $75,962-99.3% | $154,111-99.7% | $64,173-99.2% |
| Participation rate | 32.3% | 70.4%-38.1pp | 83.0%-50.7pp | 69.6%-37.3pp |
| Annual return | 0.00% | 30.32%-30.3pp | 735.18%-735.2pp | 7.63%-7.6pp |
| Employer contribution / active EE | $0 | $3,350-100.0% | $5,298-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $219 | $3,175-93.1% | $5,081-95.7% | $3,470-93.7% |
| Admin fee / account holder | $1 | $5,589-100.0% | $13,411-100.0% | $4,887-100.0% |