Filed April 28, 2025
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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 | $12,298 | $72,272-83.0% | $101,264-87.9% | $79,858-84.6% |
| Participation rate | 57.4% | 68.5%-11.0pp | 75.8%-18.4pp | 69.6%-12.2pp |
| Annual return | 25.43% | 22.30%+3.1pp | 46.48%-21.1pp | 31.72%-6.3pp |
| Employer contribution / active EE | $585 | $2,692-78.3% | $3,660-84.0% | $2,471-76.3% |
| Participant deferral / active EE | $1,720 | $3,282-47.6% | $4,370-60.6% | $3,740-54.0% |
| Admin fee / account holder | $265 | $4,401-94.0% | $5,947-95.5% | $5,306-95.0% |