Filed March 28, 2022
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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return 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 | $10,674 | $57,352-81.4% | $83,831-87.3% | $64,173-83.4% |
| Participation rate | 50.0% | 68.6%-18.6pp | 76.1%-26.1pp | 69.6%-19.6pp |
| Annual return | -32.95% | 11.38%-44.3pp | 850.99%-883.9pp | 7.63%-40.6pp |
| Employer contribution / active EE | $1,598 | $2,546-37.2% | $3,631-56.0% | $2,381-32.9% |
| Participant deferral / active EE | $2,772 | $2,993-7.4% | $4,082-32.1% | $3,470-20.1% |
| Admin fee / account holder | $181 | $4,046-95.5% | $5,479-96.7% | $4,887-96.3% |