Filed January 8, 2025
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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return 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 | $9,355 | $60,139-84.4% | $90,461-89.7% | $79,856-88.3% |
| Participation rate | 27.6% | 65.0%-37.4pp | 72.7%-45.1pp | 69.6%-42.1pp |
| Annual return | -0.30% | 71.96%-72.3pp | 1294.76%-1295.1pp | 31.71%-32.0pp |
| Employer contribution / active EE | $0 | $2,069-100.0% | $3,264-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $0 | $2,939-100.0% | $3,964-100.0% | $3,741-100.0% |
| Admin fee / account holder | $171 | $3,978-95.7% | $5,617-97.0% | $5,306-96.8% |