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 | $29,816 | $39,132-23.8% | $57,196-47.9% | $62,881-52.6% |
| Participation rate | 24.5% | 70.5%-46.0pp | 75.3%-50.8pp | 69.3%-44.8pp |
| Annual return | 10.13% | 9.24%+0.9pp | 14.59%-4.5pp | 20.14%-10.0pp |
| Employer contribution / active EE | $0 | $1,874-100.0% | $2,683-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $338 | $2,374-85.8% | $3,096-89.1% | $3,203-89.4% |
| Admin fee / account holder | $105 | $2,594-96.0% | $3,141-96.7% | $4,296-97.6% |