Filed July 6, 2021 (most recent of 2 filings on file)
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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.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $23,279 | $52,836-55.9% | $105,736-78.0% | $64,173-63.7% |
| Participation rate | 36.5% | 66.5%-30.0pp | 76.3%-39.8pp | 69.6%-33.0pp |
| Annual return | -4.89% | 14.30%-19.2pp | 6.27%-11.2pp | 7.63%-12.5pp |
| Employer contribution / active EE | $0 | $1,827-100.0% | $3,268-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $632 | $2,545-75.2% | $4,080-84.5% | $3,470-81.8% |
| Admin fee / account holder | $159 | $3,959-96.0% | $6,913-97.7% | $4,887-96.7% |