Filed March 5, 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.
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 | $8,005 | $94,529-91.5% | $140,019-94.3% | $64,173-87.5% |
| Participation rate | 51.5% | 84.1%-32.6pp | 87.5%-36.0pp | 69.6%-18.1pp |
| Annual return | 6.58% | 7.77%-1.2pp | 651.17%-644.6pp | 7.63%-1.1pp |
| Employer contribution / active EE | $0 | $3,812-100.0% | $5,605-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $511 | $5,250-90.3% | $6,927-92.6% | $3,470-85.3% |
| Admin fee / account holder | $58 | $6,741-99.1% | $10,705-99.5% | $4,887-98.8% |