Filed August 31, 2021
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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.
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $13,838 | $39,132-64.6% | $57,196-75.8% | $62,881-78.0% |
| Participation rate | 30.2% | 70.5%-40.2pp | 75.3%-45.1pp | 69.3%-39.1pp |
| Annual return | 0.78% | 9.24%-8.5pp | 14.59%-13.8pp | 20.14%-19.4pp |
| Employer contribution / active EE | $0 | $1,874-100.0% | $2,683-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $46 | $2,374-98.1% | $3,096-98.5% | $3,203-98.6% |
| Admin fee / account holder | $69 | $2,594-97.3% | $3,141-97.8% | $4,296-98.4% |