Filed April 30, 2024
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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 | $1,589 | $31,679-95.0% | $74,722-97.9% | $65,185-97.6% |
| Participation rate | 29.7% | 40.4%-10.6pp | 54.5%-24.7pp | 70.2%-40.5pp |
| Annual return | 0.00% | 39.04%-39.0pp | 753.11%-753.1pp | 29.38%-29.4pp |
| Employer contribution / active EE | $151 | $566-73.4% | $1,084-86.1% | $2,177-93.1% |
| Participant deferral / active EE | $338 | $1,191-71.6% | $1,963-82.8% | $3,514-90.4% |
| Admin fee / account holder | $0 | $379-100.0% | $3,335-100.0% | $847-100.0% |