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 | $64,311-44.8% | $57,356-38.1% | $125,389-71.7% |
| Participation rate | 65.0% | 78.6%-13.6pp | 75.1%-10.1pp | 83.2%-18.2pp |
| Annual return | 11.91% | 25.14%-13.2pp | 24.41%-12.5pp | 282.24%-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 | $3,846+13.6% | $3,162+38.2% | $5,352-18.4% |
| Admin fee / account holder | $278 | $5,243-94.7% | $3,357-91.7% | $9,541-97.1% |