Filed July 13, 2022
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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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,788 | $39,798-5.1% | $67,704-44.2% | $59,633-36.6% |
| Participation rate | 13.8% | 57.4%-43.6pp | 67.5%-53.7pp | 68.7%-54.9pp |
| Annual return | -1.94% | 89.94%-91.9pp | 25.41%-27.4pp | 2041.45%-2043.4pp |
| Employer contribution / active EE | $26 | $1,393-98.1% | $2,559-99.0% | $2,203-98.8% |
| Participant deferral / active EE | $521 | $2,335-77.7% | $3,585-85.5% | $3,192-83.7% |
| Admin fee / account holder | $0 | $3,212-100.0% | $4,255-100.0% | $4,297-100.0% |