Filed September 17, 2021
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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 | $5,926 | $62,672-90.5% | $185,117-96.8% | $70,126-91.5% |
| Participation rate | 52.3% | 63.8%-11.5pp | 77.3%-25.0pp | 69.5%-17.2pp |
| Annual return | 0.00% | 40.79%-40.8pp | 40.50%-40.5pp | 73.15%-73.1pp |
| Employer contribution / active EE | $1,047 | $1,753-40.3% | $4,182-75.0% | $2,343-55.3% |
| Participant deferral / active EE | $2,101 | $3,272-35.8% | $5,045-58.4% | $3,332-37.0% |
| Admin fee / account holder | $183 | $3,932-95.3% | $8,159-97.8% | $4,645-96.1% |