Filed May 30, 2025
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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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $96,616 | $160,070-39.6% | $147,117-34.3% | $145,897-33.8% |
| Participation rate | 41.7% | 84.0%-42.4pp | 82.2%-40.5pp | 80.3%-38.6pp |
| Annual return | 13.24% | 98.69%-85.4pp | 420.54%-407.3pp | 552.29%-539.0pp |
| Employer contribution / active EE | $975 | $5,285-81.5% | $4,932-80.2% | $4,663-79.1% |
| Participant deferral / active EE | $1,809 | $8,419-78.5% | $8,065-77.6% | $6,689-73.0% |
| Admin fee / account holder | $0 | $15,035-100.0% | $12,993-100.0% | $13,390-100.0% |