Filed May 31, 2024
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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,443 | $38,925+3.9% | $73,836-45.2% | $55,191-26.7% |
| Participation rate | 4.6% | 66.0%-61.4pp | 73.4%-68.8pp | 69.2%-64.5pp |
| Annual return | -0.52% | 6.31%-6.8pp | 2268.06%-2268.6pp | 10.78%-11.3pp |
| Employer contribution / active EE | $0 | $1,695-100.0% | $2,787-100.0% | $1,899-100.0% |
| Participant deferral / active EE | $247 | $2,351-89.5% | $3,583-93.1% | $3,046-91.9% |
| Admin fee / account holder | $19 | $83-77.4% | $4,882-99.6% | $91-79.4% |