Filed September 28, 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 | $17,258 | $157,276-89.0% | $141,177-87.8% | $152,885-88.7% |
| Participation rate | 50.0% | 84.8%-34.8pp | 82.5%-32.5pp | 82.5%-32.5pp |
| Annual return | 76.46% | 64.33%+12.1pp | 71.40%+5.1pp | 345.39%-268.9pp |
| Employer contribution / active EE | $1,526 | $5,262-71.0% | $4,736-67.8% | $4,763-68.0% |
| Participant deferral / active EE | $3,259 | $7,110-54.2% | $6,710-51.4% | $5,851-44.3% |
| Admin fee / account holder | $41 | $12,123-99.7% | $10,263-99.6% | $11,598-99.6% |