Filed November 22, 2022
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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.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $5,223 | $72,446-92.8% | $67,561-92.3% | $145,877-96.4% |
| Participation rate | 30.0% | 76.9%-46.9pp | 72.9%-42.9pp | 80.3%-50.3pp |
| Annual return | 15.52% | 7211.98%-7196.5pp | 3525.44%-3509.9pp | 551.28%-535.8pp |
| Employer contribution / active EE | $0 | $3,072-100.0% | $2,735-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $742 | $4,785-84.5% | $4,003-81.5% | $6,691-88.9% |
| Admin fee / account holder | $71 | $5,541-98.7% | $4,006-98.2% | $13,402-99.5% |