Filed May 16, 2022
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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 | $8,269 | $105,145-92.1% | $94,664-91.3% | $139,466-94.1% |
| Participation rate | 47.6% | 82.4%-34.7pp | 80.8%-33.2pp | 80.3%-32.7pp |
| Annual return | 34.93% | 38.09%-3.2pp | 156.84%-121.9pp | 373.66%-338.7pp |
| Employer contribution / active EE | $605 | $4,107-85.3% | $3,673-83.5% | $4,754-87.3% |
| Participant deferral / active EE | $2,420 | $7,599-68.2% | $7,417-67.4% | $6,712-63.9% |
| Admin fee / account holder | $70 | $8,972-99.2% | $7,222-99.0% | $11,409-99.4% |