Filed March 18, 2025
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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $80,664 | $43,730+84.5% | $121,208-33.4% | $64,181+25.7% |
| Participation rate | 29.2% | 58.3%-29.2pp | 71.8%-42.6pp | 69.6%-40.4pp |
| Annual return | -4.78% | 68.94%-73.7pp | 16.93%-21.7pp | 7.63%-12.4pp |
| Employer contribution / active EE | $0 | $1,297-100.0% | $4,023-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $1,192 | $2,281-47.7% | $3,345-64.4% | $3,470-65.6% |
| Admin fee / account holder | $266 | $3,502-92.4% | $5,020-94.7% | $4,887-94.6% |