Filed January 10, 2023
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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,496 | $64,307-44.8% | $57,347-38.1% | $125,393-71.7% |
| Participation rate | 65.0% | 78.6%-13.6pp | 75.1%-10.1pp | 83.2%-18.2pp |
| Annual return | 11.91% | 25.14%-13.2pp | 24.40%-12.5pp | 282.23%-270.3pp |
| Employer contribution / active EE | $0 | $3,193-100.0% | $2,689-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $4,368 | $3,847+13.5% | $3,162+38.1% | $5,351-18.4% |
| Admin fee / account holder | $278 | $5,242-94.7% | $3,356-91.7% | $9,541-97.1% |