Filed February 8, 2024
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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer 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 | $30,056 | $50,082-40.0% | $93,419-67.8% | $79,852-62.4% |
| Participation rate | 30.8% | 60.9%-30.2pp | 66.8%-36.0pp | 69.6%-38.9pp |
| Annual return | 8.40% | 24.59%-16.2pp | 78.05%-69.6pp | 31.72%-23.3pp |
| Employer contribution / active EE | $91 | $1,303-93.0% | $2,075-95.6% | $2,471-96.3% |
| Participant deferral / active EE | $858 | $2,212-61.2% | $3,126-72.5% | $3,740-77.1% |
| Admin fee / account holder | $205 | $3,454-94.1% | $5,230-96.1% | $5,306-96.1% |