Filed March 1, 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.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,914 | $40,275-35.7% | $57,356-54.8% | $59,633-56.5% |
| Participation rate | 25.0% | 69.1%-44.1pp | 75.1%-50.1pp | 68.7%-43.7pp |
| Annual return | -1.11% | 27.52%-28.6pp | 24.41%-25.5pp | 2041.45%-2042.6pp |
| Employer contribution / active EE | $0 | $1,921-100.0% | $2,689-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $514 | $2,400-78.6% | $3,162-83.7% | $3,192-83.9% |
| Admin fee / account holder | $103 | $2,820-96.4% | $3,357-96.9% | $4,297-97.6% |