Filed June 9, 2023
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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $31,261 | $45,152-30.8% | $73,836-57.7% | $59,633-47.6% |
| Participation rate | 3.5% | 64.0%-60.5pp | 73.4%-69.9pp | 68.7%-65.2pp |
| Annual return | -2.96% | 27.40%-30.4pp | 2268.06%-2271.0pp | 2041.45%-2044.4pp |
| Employer contribution / active EE | $0 | $1,901-100.0% | $2,787-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $0 | $2,573-100.0% | $3,583-100.0% | $3,192-100.0% |
| Admin fee / account holder | $0 | $3,515-100.0% | $4,882-100.0% | $4,297-100.0% |