Filed February 10, 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 | $64,679 | $65,367-1.1% | $92,915-30.4% | $72,976-11.4% |
| Participation rate | 36.2% | 68.3%-32.1pp | 76.0%-39.8pp | 69.5%-33.3pp |
| Annual return | 14.30% | 42.11%-27.8pp | 109.45%-95.1pp | 81.02%-66.7pp |
| Employer contribution / active EE | $983 | $2,594-62.1% | $3,653-73.1% | $2,440-59.7% |
| Participant deferral / active EE | $1,827 | $3,128-41.6% | $4,238-56.9% | $3,608-49.4% |
| Admin fee / account holder | $224 | $4,251-94.7% | $5,796-96.1% | $5,124-95.6% |