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 | $7,516 | $77,908-90.4% | $149,696-95.0% | $75,173-90.0% |
| Participation rate | 56.8% | 65.6%-8.8pp | 78.8%-22.0pp | 67.2%-10.4pp |
| Annual return | 21.18% | 31.73%-10.5pp | 134.46%-113.3pp | 160.72%-139.5pp |
| Employer contribution / active EE | $1,263 | $3,138-59.8% | $4,821-73.8% | $2,671-52.7% |
| Participant deferral / active EE | $487 | $3,411-85.7% | $5,682-91.4% | $4,126-88.2% |
| Admin fee / account holder | $90 | $5,950-98.5% | $13,212-99.3% | $5,651-98.4% |