Filed August 2, 2023
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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $24,142 | $113,941-78.8% | $94,229-74.4% | $125,389-80.7% |
| Participation rate | 62.5% | 82.9%-20.4pp | 78.8%-16.3pp | 83.2%-20.7pp |
| Annual return | 2.47% | 5.29%-2.8pp | 10.68%-8.2pp | 282.24%-279.8pp |
| Employer contribution / active EE | $7,813 | $4,727+65.3% | $3,587+117.8% | $4,866+60.5% |
| Participant deferral / active EE | $0 | $5,179-100.0% | $4,320-100.0% | $5,352-100.0% |
| Admin fee / account holder | $0 | $8,392-100.0% | $6,269-100.0% | $9,541-100.0% |