Filed November 20, 2023
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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $21,086 | $89,367-76.4% | $141,191-85.1% | $72,975-71.1% |
| Participation rate | 43.8% | 75.1%-31.4pp | 82.5%-38.7pp | 69.5%-25.7pp |
| Annual return | 29.80% | 111.87%-82.1pp | 71.41%-41.6pp | 81.01%-51.2pp |
| Employer contribution / active EE | $1,298 | $3,115-58.3% | $4,736-72.6% | $2,440-46.8% |
| Participant deferral / active EE | $4,140 | $5,419-23.6% | $6,710-38.3% | $3,608+14.8% |
| Admin fee / account holder | $0 | $5,957-100.0% | $10,264-100.0% | $5,124-100.0% |