Filed May 19, 2022
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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $11,564 | $56,339-79.5% | $104,301-88.9% | $68,495-83.1% |
| Participation rate | 41.4% | 63.3%-21.9pp | 73.3%-31.9pp | 67.9%-26.5pp |
| Annual return | -17.15% | -9.19%-8.0pp | 24.61%-41.8pp | -7.84%-9.3pp |
| Employer contribution / active EE | $1,482 | $1,960-24.4% | $3,373-56.1% | $2,596-42.9% |
| Participant deferral / active EE | $2,164 | $3,077-29.7% | $4,626-53.2% | $4,028-46.3% |
| Admin fee / account holder | $230 | $4,902-95.3% | $7,340-96.9% | $5,403-95.7% |