Filed March 10, 2025
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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $5,846 | $142,361-95.9% | $119,608-95.1% | $134,509-95.7% |
| Participation rate | 62.5% | 82.8%-20.3pp | 79.3%-16.8pp | 81.2%-18.7pp |
| Annual return | -39.43% | -12.46%-27.0pp | -14.98%-24.4pp | 418.13%-457.6pp |
| Employer contribution / active EE | $0 | $5,224-100.0% | $4,232-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $3,286 | $6,468-49.2% | $5,601-41.3% | $6,400-48.7% |
| Admin fee / account holder | $48 | $13,588-99.6% | $10,326-99.5% | $11,427-99.6% |