Filed June 30, 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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $5,434 | $136,853-96.0% | $130,231-95.8% | $80,157-93.2% |
| Participation rate | 53.0% | 81.6%-28.6pp | 76.3%-23.3pp | 72.9%-19.9pp |
| Annual return | 87.85% | 22.66%+65.2pp | 38.86%+49.0pp | 40.39%+47.5pp |
| Employer contribution / active EE | $1,247 | $3,395-63.3% | $4,126-69.8% | $2,977-58.1% |
| Participant deferral / active EE | $1,162 | $5,856-80.1% | $6,799-82.9% | $5,015-76.8% |
| Admin fee / account holder | $240 | $184+30.6% | $6,020-96.0% | $145+65.8% |