Filed May 15, 2024
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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $93,010-100.0% | $96,538-100.0% | $74,473-100.0% |
| Participation rate | 0.0% | 71.6%-71.6pp | 74.3%-74.3pp | 70.7%-70.7pp |
| Annual return | 0.00% | 37.50%-37.5pp | 35.74%-35.7pp | 34.36%-34.4pp |
| Employer contribution / active EE | $0 | $3,427-100.0% | $3,740-100.0% | $2,638-100.0% |
| Participant deferral / active EE | $0 | $3,971-100.0% | $4,880-100.0% | $4,530-100.0% |
| Admin fee / account holder | $0 | $633-100.0% | $6,737-100.0% | $347-100.0% |