Filed January 8, 2025
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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $9,313 | $49,177-81.1% | $79,467-88.3% | $64,173-85.5% |
| Participation rate | 27.6% | 65.0%-37.4pp | 73.3%-45.8pp | 69.6%-42.0pp |
| Annual return | 2.68% | -1.16%+3.8pp | 718.30%-715.6pp | 7.63%-5.0pp |
| Employer contribution / active EE | $0 | $2,076-100.0% | $2,800-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $0 | $2,821-100.0% | $3,704-100.0% | $3,470-100.0% |
| Admin fee / account holder | $0 | $3,839-100.0% | $5,104-100.0% | $4,887-100.0% |