Filed August 26, 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 | $5,656 | $58,391-90.3% | $76,667-92.6% | $72,976-92.3% |
| Participation rate | 55.6% | 67.4%-11.8pp | 72.1%-16.5pp | 69.5%-13.9pp |
| Annual return | 33.78% | 2306.65%-2272.9pp | 1166.74%-1133.0pp | 81.02%-47.2pp |
| Employer contribution / active EE | $511 | $1,787-71.4% | $2,303-77.8% | $2,440-79.0% |
| Participant deferral / active EE | $1,455 | $2,690-45.9% | $3,336-56.4% | $3,608-59.7% |
| Admin fee / account holder | $56 | $4,014-98.6% | $6,423-99.1% | $5,124-98.9% |