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 | $6,048 | $202,342-97.0% | $172,753-96.5% | $152,909-96.0% |
| Participation rate | 63.6% | 87.1%-23.4pp | 82.6%-19.0pp | 82.5%-18.8pp |
| Annual return | 27.52% | 1029.88%-1002.4pp | 803.00%-775.5pp | 345.46%-317.9pp |
| Employer contribution / active EE | $1,266 | $5,857-78.4% | $5,144-75.4% | $4,764-73.4% |
| Participant deferral / active EE | $506 | $5,948-91.5% | $5,198-90.3% | $5,851-91.3% |
| Admin fee / account holder | $111 | $17,112-99.4% | $13,956-99.2% | $11,601-99.0% |