Filed October 24, 2024 (most recent of 2 filings on file)
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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.
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 | $17,579 | $109,359-83.9% | $162,177-89.2% | $72,975-75.9% |
| Participation rate | 67.5% | 84.3%-16.8pp | 87.6%-20.1pp | 69.5%-2.0pp |
| Annual return | 180.12% | 25.46%+154.7pp | 115.60%+64.5pp | 81.01%+99.1pp |
| Employer contribution / active EE | $1,531 | $3,907-60.8% | $5,613-72.7% | $2,440-37.3% |
| Participant deferral / active EE | $1,031 | $5,481-81.2% | $7,297-85.9% | $3,608-71.4% |
| Admin fee / account holder | $269 | $7,972-96.6% | $10,843-97.5% | $5,124-94.7% |