Filed February 28, 2024
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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.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $77,624 | $86,919-10.7% | $102,457-24.2% | $80,911-4.1% |
| Participation rate | 46.3% | 72.4%-26.1pp | 76.5%-30.2pp | 67.6%-21.4pp |
| Annual return | 10.03% | 18.90%-8.9pp | 29.41%-19.4pp | 35.63%-25.6pp |
| Employer contribution / active EE | $1,583 | $2,368-33.2% | $3,022-47.6% | $2,756-42.6% |
| Participant deferral / active EE | $2,966 | $4,119-28.0% | $5,054-41.3% | $4,297-31.0% |
| Admin fee / account holder | $92 | $8,049-98.9% | $9,451-99.0% | $6,935-98.7% |