Filed April 4, 2023 (most recent of 2 filings on file)
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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 | $11,912 | $124,330-90.4% | $109,173-89.1% | $167,536-92.9% |
| Participation rate | 50.0% | 79.5%-29.5pp | 75.9%-25.9pp | 82.1%-32.1pp |
| Annual return | 24.06% | 26.04%-2.0pp | 25.75%-1.7pp | 478.82%-454.8pp |
| Employer contribution / active EE | $116 | $4,209-97.2% | $3,723-96.9% | $4,839-97.6% |
| Participant deferral / active EE | $1,982 | $5,256-62.3% | $4,654-57.4% | $6,342-68.7% |
| Admin fee / account holder | $0 | $7,974-100.0% | $6,755-100.0% | $12,315-100.0% |