Filed March 17, 2022
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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 | $33,757 | $82,630-59.1% | $64,105-47.3% | $125,388-73.1% |
| Participation rate | 47.4% | 75.9%-28.5pp | 68.2%-20.8pp | 83.2%-35.8pp |
| Annual return | -3.86% | 1489.72%-1493.6pp | 791.24%-795.1pp | 282.24%-286.1pp |
| Employer contribution / active EE | $0 | $2,671-100.0% | $1,820-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $1,903 | $3,608-47.3% | $2,822-32.6% | $5,352-64.4% |
| Admin fee / account holder | $170 | $6,382-97.3% | $4,499-96.2% | $9,541-98.2% |