Filed October 17, 2022
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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.
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 | $12,613 | $160,059-92.1% | $140,019-91.0% | $135,380-90.7% |
| Participation rate | 16.7% | 88.5%-71.9pp | 87.5%-70.8pp | 82.6%-66.0pp |
| Annual return | -1.46% | 911.48%-912.9pp | 651.17%-652.6pp | 519.81%-521.3pp |
| Employer contribution / active EE | $0 | $6,420-100.0% | $5,605-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $165 | $7,641-97.8% | $6,927-97.6% | $5,609-97.1% |
| Admin fee / account holder | $115 | $13,328-99.1% | $10,705-98.9% | $10,828-98.9% |