Filed December 19, 2024
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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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $23,423 | $209,336-88.8% | $197,124-88.1% | $137,256-82.9% |
| Participation rate | 39.1% | 87.3%-48.2pp | 86.7%-47.6pp | 80.0%-40.8pp |
| Annual return | 13.81% | 48.09%-34.3pp | 44.34%-30.5pp | 220.34%-206.5pp |
| Employer contribution / active EE | $145 | $6,591-97.8% | $6,227-97.7% | $4,156-96.5% |
| Participant deferral / active EE | $2,084 | $9,614-78.3% | $9,135-77.2% | $6,407-67.5% |
| Admin fee / account holder | $76 | $17,308-99.6% | $16,298-99.5% | $12,270-99.4% |