Filed March 14, 2024
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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 | $9,281 | $100,901-90.8% | $75,501-87.7% | $147,586-93.7% |
| Participation rate | 43.5% | 77.1%-33.7pp | 72.4%-28.9pp | 82.8%-39.4pp |
| Annual return | 64.35% | 35.78%+28.6pp | 27.35%+37.0pp | 578.59%-514.2pp |
| Employer contribution / active EE | $1,022 | $3,253-68.6% | $2,352-56.5% | $4,876-79.0% |
| Participant deferral / active EE | $2,252 | $4,027-44.1% | $3,142-28.3% | $5,439-58.6% |
| Admin fee / account holder | $0 | $11,285-100.0% | $5,801-100.0% | $10,886-100.0% |