Filed September 26, 2023 (most recent of 2 filings on file)
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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 | $2,467 | $78,690-96.9% | $161,489-98.5% | $87,485-97.2% |
| Participation rate | 65.9% | 67.5%-1.6pp | 78.7%-12.8pp | 68.9%-3.0pp |
| Annual return | 27.25% | 32.74%-5.5pp | 89.72%-62.5pp | 26.06%+1.2pp |
| Employer contribution / active EE | $921 | $2,588-64.4% | $4,268-78.4% | $2,596-64.5% |
| Participant deferral / active EE | $692 | $3,311-79.1% | $5,630-87.7% | $4,274-83.8% |
| Admin fee / account holder | $113 | $6,724-98.3% | $16,006-99.3% | $7,775-98.5% |