Filed December 16, 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 | $6,235 | $69,012-91.0% | $160,037-96.1% | $68,490-90.9% |
| Participation rate | 67.4% | 65.4%+2.0pp | 78.0%-10.6pp | 67.9%-0.5pp |
| Annual return | 0.00% | -9.65%+9.7pp | 408.95%-409.0pp | -7.85%+7.9pp |
| Employer contribution / active EE | $2,417 | $2,212+9.3% | $4,226-42.8% | $2,597-6.9% |
| Participant deferral / active EE | $1,478 | $4,212-64.9% | $6,184-76.1% | $4,028-63.3% |
| Admin fee / account holder | $150 | $4,798-96.9% | $8,716-98.3% | $5,403-97.2% |