Filed January 13, 2022
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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer 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 | $12,335 | $83,485-85.2% | $125,192-90.1% | $72,975-83.1% |
| Participation rate | 60.8% | 73.3%-12.5pp | 79.8%-19.0pp | 69.5%-8.7pp |
| Annual return | 26.82% | 25.77%+1.1pp | 43.79%-17.0pp | 81.01%-54.2pp |
| Employer contribution / active EE | $454 | $2,346-80.7% | $3,866-88.3% | $2,440-81.4% |
| Participant deferral / active EE | $1,752 | $3,586-51.2% | $4,937-64.5% | $3,608-51.5% |
| Admin fee / account holder | $57 | $5,518-99.0% | $9,704-99.4% | $5,124-98.9% |