Filed January 13, 2022
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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return 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 | $20,382 | $81,870-75.1% | $119,622-83.0% | $68,486-70.2% |
| Participation rate | 56.3% | 71.9%-15.6pp | 79.3%-23.0pp | 67.9%-11.6pp |
| Annual return | -22.83% | -23.82%+1.0pp | -14.98%-7.8pp | -7.85%-15.0pp |
| Employer contribution / active EE | $968 | $2,692-64.1% | $4,232-77.1% | $2,597-62.7% |
| Participant deferral / active EE | $2,426 | $4,148-41.5% | $5,601-56.7% | $4,028-39.8% |
| Admin fee / account holder | $278 | $6,583-95.8% | $10,328-97.3% | $5,404-94.9% |