Filed June 25, 2024
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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.
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 | $1,301 | $70,366-98.2% | $66,674-98.0% | $138,895-99.1% |
| Participation rate | 46.7% | 76.2%-29.5pp | 73.7%-27.0pp | 79.9%-33.3pp |
| Annual return | 0.00% | 386.41%-386.4pp | 321.24%-321.2pp | 145.39%-145.4pp |
| Employer contribution / active EE | $0 | $2,765-100.0% | $2,620-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $1,099 | $4,374-74.9% | $4,084-73.1% | $6,396-82.8% |
| Admin fee / account holder | $201 | $5,262-96.2% | $5,098-96.1% | $12,562-98.4% |