Filed November 8, 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 | $35,352 | $91,179-61.2% | $178,499-80.2% | $79,852-55.7% |
| Participation rate | 48.6% | 69.2%-20.6pp | 81.9%-33.3pp | 69.6%-21.0pp |
| Annual return | 15.25% | 24.19%-8.9pp | 151.10%-135.9pp | 31.72%-16.5pp |
| Employer contribution / active EE | $934 | $3,256-71.3% | $5,011-81.4% | $2,471-62.2% |
| Participant deferral / active EE | $2,014 | $3,236-37.8% | $5,202-61.3% | $3,740-46.2% |
| Admin fee / account holder | $171 | $6,749-97.5% | $13,986-98.8% | $5,306-96.8% |