Filed December 3, 2020
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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.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $14,975 | $49,177-69.5% | $79,476-81.2% | $64,181-76.7% |
| Participation rate | 55.9% | 65.0%-9.1pp | 73.3%-17.4pp | 69.6%-13.6pp |
| Annual return | 0.00% | -1.16%+1.2pp | 718.21%-718.2pp | 7.63%-7.6pp |
| Employer contribution / active EE | $228 | $2,076-89.0% | $2,800-91.9% | $2,381-90.4% |
| Participant deferral / active EE | $553 | $2,821-80.4% | $3,704-85.1% | $3,470-84.1% |
| Admin fee / account holder | $0 | $3,839-100.0% | $5,113-100.0% | $4,887-100.0% |