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 | $106,247-75.3% | $147,096-82.1% | $77,714-66.2% |
| Participation rate | 65.3% | 78.4%-13.1pp | 82.2%-16.9pp | 70.6%-5.3pp |
| Annual return | 28.40% | 56.87%-28.5pp | 419.75%-391.3pp | 31.26%-2.9pp |
| Employer contribution / active EE | $2,864 | $4,069-29.6% | $4,936-42.0% | $2,727+5.0% |
| Participant deferral / active EE | $5,563 | $7,996-30.4% | $8,071-31.1% | $4,649+19.7% |
| Admin fee / account holder | $94 | $338-72.1% | $13,005-99.3% | $433-78.2% |