Filed September 16, 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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $94,515 | $54,573+73.2% | $90,970+3.9% | $73,497+28.6% |
| Participation rate | 47.2% | 61.2%-14.0pp | 69.0%-21.8pp | 70.7%-23.5pp |
| Annual return | 0.00% | 16.69%-16.7pp | 134.60%-134.6pp | 28.51%-28.5pp |
| Employer contribution / active EE | $48 | $991-95.1% | $2,122-97.7% | $2,270-97.9% |
| Participant deferral / active EE | $382 | $2,517-84.8% | $3,373-88.7% | $3,740-89.8% |
| Admin fee / account holder | $121 | $521-76.8% | $5,961-98.0% | $513-76.5% |