Filed July 17, 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.
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 | $13,353 | $106,749-87.5% | $145,433-90.8% | $82,448-83.8% |
| Participation rate | 61.0% | 75.6%-14.6pp | 82.1%-21.1pp | 68.1%-7.1pp |
| Annual return | 37.49% | 27.59%+9.9pp | 66.58%-29.1pp | 41.64%-4.1pp |
| Employer contribution / active EE | $1,073 | $3,444-68.8% | $4,554-76.4% | $2,551-57.9% |
| Participant deferral / active EE | $1,312 | $6,519-79.9% | $7,897-83.4% | $4,139-68.3% |
| Admin fee / account holder | $105 | $8,390-98.8% | $13,129-99.2% | $7,234-98.6% |