Filed July 13, 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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $12,352 | $47,766-74.1% | $82,744-85.1% | $64,819-80.9% |
| Participation rate | 18.1% | 67.7%-49.5pp | 72.6%-54.4pp | 71.5%-53.3pp |
| Annual return | -16.49% | -13.06%-3.4pp | 702.22%-718.7pp | 32.84%-49.3pp |
| Employer contribution / active EE | $453 | $2,182-79.2% | $3,008-84.9% | $2,507-81.9% |
| Participant deferral / active EE | $614 | $3,332-81.6% | $4,395-86.0% | $4,311-85.8% |
| Admin fee / account holder | $189 | $143+32.1% | $5,325-96.5% | $188+0.5% |