Filed March 28, 2025
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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 | $92,855 | $75,962+22.2% | $154,108-39.7% | $64,173+44.7% |
| Participation rate | 55.2% | 70.4%-15.2pp | 83.0%-27.9pp | 69.6%-14.4pp |
| Annual return | -8.47% | 30.32%-38.8pp | 735.21%-743.7pp | 7.63%-16.1pp |
| Employer contribution / active EE | $1,776 | $3,350-47.0% | $5,298-66.5% | $2,381-25.4% |
| Participant deferral / active EE | $4,721 | $3,175+48.7% | $5,081-7.1% | $3,470+36.1% |
| Admin fee / account holder | $183 | $5,589-96.7% | $13,411-98.6% | $4,887-96.3% |