Filed February 14, 2025
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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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $8,964 | $75,832-88.2% | $147,617-93.9% | $59,633-85.0% |
| Participation rate | 36.8% | 71.6%-34.7pp | 84.6%-47.8pp | 68.7%-31.8pp |
| Annual return | 4.73% | 0.37%+4.4pp | 61.98%-57.2pp | 2041.45%-2036.7pp |
| Employer contribution / active EE | $523 | $3,485-85.0% | $5,564-90.6% | $2,203-76.3% |
| Participant deferral / active EE | $414 | $3,131-86.8% | $4,895-91.5% | $3,192-87.0% |
| Admin fee / account holder | $4 | $5,986-99.9% | $11,612-100.0% | $4,297-99.9% |