Filed July 17, 2020
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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 | $8,787 | $81,358-89.2% | $155,556-94.4% | $80,959-89.1% |
| Participation rate | 67.3% | 66.3%+1.1pp | 78.2%-10.9pp | 67.7%-0.3pp |
| Annual return | 14.43% | 33.39%-19.0pp | 64.84%-50.4pp | 35.67%-21.2pp |
| Employer contribution / active EE | $1,184 | $3,106-61.9% | $4,675-74.7% | $2,757-57.1% |
| Participant deferral / active EE | $1,032 | $3,455-70.1% | $5,631-81.7% | $4,300-76.0% |
| Admin fee / account holder | $125 | $7,994-98.4% | $15,885-99.2% | $6,925-98.2% |