Filed September 21, 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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,026 | $167,533-77.9% | $151,645-75.6% | $134,545-72.5% |
| Participation rate | 65.2% | 88.4%-23.2pp | 87.5%-22.3pp | 81.2%-16.0pp |
| Annual return | -17.14% | 7.81%-25.0pp | 3.34%-20.5pp | 418.37%-435.5pp |
| Employer contribution / active EE | $608 | $6,828-91.1% | $6,165-90.1% | $4,742-87.2% |
| Participant deferral / active EE | $1,600 | $8,985-82.2% | $8,363-80.9% | $6,401-75.0% |
| Admin fee / account holder | $204 | $13,781-98.5% | $11,614-98.2% | $11,431-98.2% |