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 | $27,715 | $138,075-79.9% | $123,552-77.6% | $135,379-79.5% |
| Participation rate | 52.4% | 84.7%-32.4pp | 82.3%-29.9pp | 82.6%-30.3pp |
| Annual return | 4.88% | 153.70%-148.8pp | 119.20%-114.3pp | 519.79%-514.9pp |
| Employer contribution / active EE | $1,173 | $5,152-77.2% | $4,628-74.7% | $4,779-75.5% |
| Participant deferral / active EE | $1,955 | $6,800-71.3% | $6,426-69.6% | $5,609-65.1% |
| Admin fee / account holder | $129 | $10,917-98.8% | $9,285-98.6% | $10,828-98.8% |