Filed October 30, 2024
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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return 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 | $7,225 | $52,519-86.2% | $155,789-95.4% | $59,633-87.9% |
| Participation rate | 37.1% | 61.7%-24.6pp | 76.1%-39.0pp | 68.7%-31.5pp |
| Annual return | -3.11% | 53.51%-56.6pp | 71.54%-74.6pp | 2041.40%-2044.5pp |
| Employer contribution / active EE | $1,010 | $1,589-36.5% | $3,839-73.7% | $2,203-54.2% |
| Participant deferral / active EE | $1,391 | $3,084-54.9% | $4,798-71.0% | $3,192-56.4% |
| Admin fee / account holder | $72 | $3,540-98.0% | $7,477-99.0% | $4,297-98.3% |