Filed January 13, 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.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $82,212 | $65,364+25.8% | $92,909-11.5% | $72,975+12.7% |
| Participation rate | 22.2% | 68.3%-46.1pp | 76.0%-53.8pp | 69.5%-47.3pp |
| Annual return | 28.40% | 42.11%-13.7pp | 109.44%-81.0pp | 81.01%-52.6pp |
| Employer contribution / active EE | $600 | $2,594-76.9% | $3,653-83.6% | $2,440-75.4% |
| Participant deferral / active EE | $995 | $3,128-68.2% | $4,238-76.5% | $3,608-72.4% |
| Admin fee / account holder | $238 | $4,251-94.4% | $5,795-95.9% | $5,124-95.4% |