Filed August 31, 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.
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $175,883 | $73,955+137.8% | $96,520+82.2% | $75,181+133.9% |
| Participation rate | 41.0% | 66.4%-25.4pp | 74.3%-33.3pp | 67.2%-26.2pp |
| Annual return | 1.52% | 26.72%-25.2pp | 35.72%-34.2pp | 160.69%-159.2pp |
| Employer contribution / active EE | $0 | $2,930-100.0% | $3,739-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $1,370 | $3,659-62.6% | $4,879-71.9% | $4,126-66.8% |
| Admin fee / account holder | $0 | $5,217-100.0% | $6,733-100.0% | $5,650-100.0% |