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 | $86,940-10.7% | $102,434-24.2% | $80,935-4.1% |
| Participation rate | 46.3% | 72.4%-26.1pp | 76.5%-30.2pp | 67.7%-21.4pp |
| Annual return | 10.03% | 18.89%-8.9pp | 29.46%-19.4pp | 35.66%-25.6pp |
| Employer contribution / active EE | $1,583 | $2,370-33.2% | $3,023-47.6% | $2,757-42.6% |
| Participant deferral / active EE | $2,966 | $4,121-28.0% | $5,055-41.3% | $4,299-31.0% |
| Admin fee / account holder | $92 | $8,047-98.9% | $9,462-99.0% | $6,924-98.7% |