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.
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $49,588 | $85,766-42.2% | $136,298-63.6% | $70,126-29.3% |
| Participation rate | 56.8% | 74.2%-17.4pp | 81.9%-25.2pp | 69.5%-12.8pp |
| Annual return | 12.12% | 31.46%-19.3pp | 5156.27%-5144.2pp | 73.15%-61.0pp |
| Employer contribution / active EE | $787 | $2,966-73.5% | $4,696-83.2% | $2,343-66.4% |
| Participant deferral / active EE | $1,785 | $5,051-64.7% | $6,247-71.4% | $3,332-46.4% |
| Admin fee / account holder | $137 | $5,421-97.5% | $9,244-98.5% | $4,645-97.1% |