Filed May 1, 2017
Total covered: 2 employees
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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 | $6,592 | $169,336-96.1% | $129,384-94.9% | $145,884-95.5% |
| Participation rate | 20.0% | 76.5%-56.5pp | 69.6%-49.6pp | 80.3%-60.3pp |
| Annual return | 22.62% | 14408.70%-14386.1pp | 9461.77%-9439.2pp | 551.85%-529.2pp |
| Employer contribution / active EE | $437 | $5,540-92.1% | $4,153-89.5% | $4,662-90.6% |
| Participant deferral / active EE | $489 | $4,985-90.2% | $4,166-88.3% | $6,690-92.7% |
| Admin fee / account holder | $0 | $9,912-100.0% | $7,686-100.0% | $13,392-100.0% |