Filed July 8, 2022
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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $16,906 | $65,034-74.0% | $90,970-81.4% | $79,856-78.8% |
| Participation rate | 65.5% | 61.6%+3.9pp | 69.0%-3.5pp | 69.6%-4.1pp |
| Annual return | 0.00% | 30.45%-30.5pp | 134.60%-134.6pp | 31.71%-31.7pp |
| Employer contribution / active EE | $1,648 | $1,247+32.1% | $2,122-22.3% | $2,471-33.3% |
| Participant deferral / active EE | $3,845 | $2,512+53.0% | $3,373+14.0% | $3,741+2.8% |
| Admin fee / account holder | $0 | $4,536-100.0% | $5,961-100.0% | $5,306-100.0% |