Filed September 18, 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.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $299 | $37,117-99.2% | $147,617-99.8% | $55,191-99.5% |
| Participation rate | 64.3% | 63.6%+0.7pp | 84.6%-20.3pp | 69.2%-4.8pp |
| Annual return | 0.00% | 3.44%-3.4pp | 61.98%-62.0pp | 10.78%-10.8pp |
| Employer contribution / active EE | $0 | $1,620-100.0% | $5,564-100.0% | $1,899-100.0% |
| Participant deferral / active EE | $208 | $1,985-89.5% | $4,895-95.7% | $3,046-93.2% |
| Admin fee / account holder | $4 | $86-95.0% | $11,612-100.0% | $91-95.3% |