Filed September 21, 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 | $3,615 | $84,236-95.7% | $170,439-97.9% | $70,124-94.8% |
| Participation rate | 41.5% | 70.8%-29.3pp | 83.6%-42.1pp | 69.5%-28.0pp |
| Annual return | 0.00% | 23.06%-23.1pp | 205.94%-205.9pp | 73.14%-73.1pp |
| Employer contribution / active EE | $447 | $3,387-86.8% | $5,433-91.8% | $2,342-80.9% |
| Participant deferral / active EE | $959 | $3,086-68.9% | $4,939-80.6% | $3,332-71.2% |
| Admin fee / account holder | $0 | $5,698-100.0% | $13,881-100.0% | $4,645-100.0% |