Filed September 19, 2022
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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,217 | $90,486-66.6% | $78,676-61.6% | $273,972-89.0% |
| Participation rate | 17.6% | 76.5%-58.9pp | 73.6%-55.9pp | 83.0%-65.4pp |
| Annual return | 11.51% | 75.62%-64.1pp | 62.19%-50.7pp | 41.46%-29.9pp |
| Employer contribution / active EE | $0 | $3,175-100.0% | $2,850-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $2,781 | $3,901-28.7% | $3,517-20.9% | $5,287-47.4% |
| Admin fee / account holder | $176 | $5,263-96.6% | $4,510-96.1% | $10,133-98.3% |