Filed January 23, 2024
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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $4,600 | $53,841-91.5% | $75,731-93.9% | $85,851-94.6% |
| Participation rate | 3.4% | 69.0%-65.6pp | 74.8%-71.4pp | 69.3%-65.9pp |
| Annual return | 30.31% | 24.54%+5.8pp | 104.65%-74.3pp | 318.63%-288.3pp |
| Employer contribution / active EE | $0 | $2,017-100.0% | $2,743-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $0 | $2,895-100.0% | $3,820-100.0% | $3,952-100.0% |
| Admin fee / account holder | $0 | $3,340-100.0% | $3,620-100.0% | $6,261-100.0% |