Filed January 31, 2020
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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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $131,634 | $49,177+167.7% | $79,467+65.6% | $64,173+105.1% |
| Participation rate | 14.3% | 65.0%-50.7pp | 73.3%-59.1pp | 69.6%-55.3pp |
| Annual return | -6.09% | -1.16%-4.9pp | 718.30%-724.4pp | 7.63%-13.7pp |
| Employer contribution / active EE | $109 | $2,076-94.7% | $2,800-96.1% | $2,381-95.4% |
| Participant deferral / active EE | $706 | $2,821-75.0% | $3,704-81.0% | $3,470-79.7% |
| Admin fee / account holder | $0 | $3,839-100.0% | $5,104-100.0% | $4,887-100.0% |