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 | $169,361-96.1% | $129,397-94.9% | $145,877-95.5% |
| Participation rate | 20.0% | 76.5%-56.5pp | 69.6%-49.6pp | 80.3%-60.3pp |
| Annual return | 22.62% | 14395.54%-14372.9pp | 9453.98%-9431.4pp | 551.28%-528.7pp |
| Employer contribution / active EE | $437 | $5,542-92.1% | $4,154-89.5% | $4,663-90.6% |
| Participant deferral / active EE | $489 | $4,987-90.2% | $4,167-88.3% | $6,691-92.7% |
| Admin fee / account holder | $0 | $9,903-100.0% | $7,679-100.0% | $13,402-100.0% |