Filed December 6, 2024
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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $85,679 | $52,279+63.9% | $89,400-4.2% | $79,858+7.3% |
| Participation rate | 9.8% | 57.5%-47.7pp | 68.0%-58.2pp | 69.6%-59.8pp |
| Annual return | 17.08% | 22.16%-5.1pp | 245.64%-228.6pp | 31.72%-14.6pp |
| Employer contribution / active EE | $112 | $1,572-92.9% | $2,586-95.7% | $2,471-95.5% |
| Participant deferral / active EE | $773 | $2,740-71.8% | $3,890-80.1% | $3,740-79.3% |
| Admin fee / account holder | $271 | $3,356-91.9% | $4,882-94.5% | $5,306-94.9% |