Filed June 12, 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.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $23,351 | $135,956-82.8% | $123,894-81.2% | $273,972-91.5% |
| Participation rate | 58.8% | 84.1%-25.2pp | 81.4%-22.6pp | 83.0%-24.2pp |
| Annual return | 4.73% | 56.63%-51.9pp | 47.52%-42.8pp | 41.46%-36.7pp |
| Employer contribution / active EE | $1,132 | $5,170-78.1% | $4,617-75.5% | $4,869-76.7% |
| Participant deferral / active EE | $1,377 | $6,343-78.3% | $5,984-77.0% | $5,287-74.0% |
| Admin fee / account holder | $171 | $9,817-98.3% | $8,357-98.0% | $10,133-98.3% |