Filed October 27, 2022
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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 | $56,764 | $72,273-21.5% | $101,275-44.0% | $79,856-28.9% |
| Participation rate | 22.5% | 68.5%-45.9pp | 75.8%-53.3pp | 69.6%-47.1pp |
| Annual return | 14.39% | 22.30%-7.9pp | 46.48%-32.1pp | 31.71%-17.3pp |
| Employer contribution / active EE | $670 | $2,691-75.1% | $3,660-81.7% | $2,471-72.9% |
| Participant deferral / active EE | $1,262 | $3,282-61.6% | $4,371-71.1% | $3,741-66.3% |
| Admin fee / account holder | $0 | $4,401-100.0% | $5,948-100.0% | $5,306-100.0% |