Filed January 17, 2023
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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 | $36,918 | $150,447-75.5% | $136,298-72.9% | $147,586-75.0% |
| Participation rate | 20.0% | 84.4%-64.4pp | 81.9%-61.9pp | 82.8%-62.8pp |
| Annual return | 16.79% | 1049.15%-1032.4pp | 5156.27%-5139.5pp | 578.59%-561.8pp |
| Employer contribution / active EE | $557 | $5,256-89.4% | $4,696-88.1% | $4,876-88.6% |
| Participant deferral / active EE | $1,890 | $6,631-71.5% | $6,247-69.7% | $5,439-65.2% |
| Admin fee / account holder | $50 | $10,906-99.5% | $9,244-99.5% | $10,886-99.5% |