Filed August 15, 2023
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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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $58,992 | $150,447-60.8% | $136,298-56.7% | $147,586-60.0% |
| Participation rate | 25.0% | 84.4%-59.4pp | 81.9%-56.9pp | 82.8%-57.8pp |
| Annual return | 14.69% | 1049.15%-1034.5pp | 5156.27%-5141.6pp | 578.59%-563.9pp |
| Employer contribution / active EE | $815 | $5,256-84.5% | $4,696-82.6% | $4,876-83.3% |
| Participant deferral / active EE | $1,814 | $6,631-72.6% | $6,247-71.0% | $5,439-66.6% |
| Admin fee / account holder | $51 | $10,906-99.5% | $9,244-99.4% | $10,886-99.5% |