Filed March 27, 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.
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $19,043 | $158,827-88.0% | $121,208-84.3% | $135,382-85.9% |
| Participation rate | 55.6% | 79.3%-23.8pp | 71.8%-16.2pp | 82.6%-27.1pp |
| Annual return | -16.29% | -0.64%-15.6pp | 16.93%-33.2pp | 519.77%-536.1pp |
| Employer contribution / active EE | $0 | $5,666-100.0% | $4,023-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $7,179 | $4,006+79.2% | $3,345+114.6% | $5,609+28.0% |
| Admin fee / account holder | $159 | $6,514-97.6% | $5,020-96.8% | $10,829-98.5% |