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 | $22,959 | $95,417-75.9% | $135,974-83.1% | $74,460-69.2% |
| Participation rate | 58.1% | 78.2%-20.2pp | 81.9%-23.9pp | 70.7%-12.7pp |
| Annual return | 32.38% | 32.76%-0.4pp | 68.30%-35.9pp | 34.38%-2.0pp |
| Employer contribution / active EE | $2,917 | $3,878-24.8% | $4,859-40.0% | $2,638+10.6% |
| Participant deferral / active EE | $5,730 | $7,789-26.4% | $7,760-26.2% | $4,530+26.5% |
| Admin fee / account holder | $73 | $266-72.5% | $10,767-99.3% | $348-79.0% |