Filed December 9, 2020 (most recent of 2 filings on file)
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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.
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 | $3,687 | $62,672-94.1% | $185,117-98.0% | $70,124-94.7% |
| Participation rate | 31.0% | 63.8%-32.8pp | 77.3%-46.3pp | 69.5%-38.6pp |
| Annual return | 0.00% | 40.79%-40.8pp | 40.50%-40.5pp | 73.14%-73.1pp |
| Employer contribution / active EE | $482 | $1,753-72.5% | $4,182-88.5% | $2,342-79.4% |
| Participant deferral / active EE | $740 | $3,272-77.4% | $5,045-85.3% | $3,332-77.8% |
| Admin fee / account holder | $100 | $3,932-97.5% | $8,159-98.8% | $4,645-97.9% |