Filed February 9, 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 | $21,410 | $91,537-76.6% | $130,045-83.5% | $75,173-71.5% |
| Participation rate | 59.1% | 71.5%-12.4pp | 78.5%-19.4pp | 67.2%-8.1pp |
| Annual return | 26.71% | -631.55%+658.3pp | -137.30%+164.0pp | 160.72%-134.0pp |
| Employer contribution / active EE | $751 | $2,845-73.6% | $4,321-82.6% | $2,671-71.9% |
| Participant deferral / active EE | $1,803 | $4,343-58.5% | $5,820-69.0% | $4,126-56.3% |
| Admin fee / account holder | $181 | $6,780-97.3% | $10,600-98.3% | $5,651-96.8% |