Filed July 18, 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 | $14,432 | $60,128-76.0% | $90,440-84.0% | $79,852-81.9% |
| Participation rate | 30.9% | 65.0%-34.1pp | 72.7%-41.8pp | 69.6%-38.7pp |
| Annual return | 22.09% | 71.95%-49.9pp | 1294.38%-1272.3pp | 31.72%-9.6pp |
| Employer contribution / active EE | $467 | $2,068-77.4% | $3,263-85.7% | $2,471-81.1% |
| Participant deferral / active EE | $609 | $2,939-79.3% | $3,964-84.6% | $3,740-83.7% |
| Admin fee / account holder | $27 | $3,977-99.3% | $5,615-99.5% | $5,306-99.5% |