Filed March 28, 2025
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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $72,752 | $168,635-56.9% | $147,617-50.7% | $125,389-42.0% |
| Participation rate | 62.5% | 88.8%-26.3pp | 84.6%-22.1pp | 83.2%-20.7pp |
| Annual return | -0.30% | 77.65%-77.9pp | 61.98%-62.3pp | 282.24%-282.5pp |
| Employer contribution / active EE | $616 | $6,252-90.2% | $5,564-88.9% | $4,866-87.4% |
| Participant deferral / active EE | $2,741 | $5,507-50.2% | $4,895-44.0% | $5,352-48.8% |
| Admin fee / account holder | $0 | $13,580-100.0% | $11,612-100.0% | $9,541-100.0% |