Filed February 27, 2021
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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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $26,296 | $106,110-75.2% | $147,005-82.1% | $77,671-66.1% |
| Participation rate | 65.3% | 78.4%-13.1pp | 82.2%-16.8pp | 70.6%-5.3pp |
| Annual return | 28.40% | 56.77%-28.4pp | 418.76%-390.4pp | 31.21%-2.8pp |
| Employer contribution / active EE | $2,864 | $4,065-29.5% | $4,934-41.9% | $2,726+5.1% |
| Participant deferral / active EE | $5,563 | $7,992-30.4% | $8,070-31.1% | $4,648+19.7% |
| Admin fee / account holder | $94 | $338-72.1% | $13,006-99.3% | $430-78.1% |