Filed December 8, 2022
Total covered: 4 employees
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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $13,250 | $92,743-85.7% | $82,744-84.0% | $134,532-90.2% |
| Participation rate | 33.3% | 75.2%-41.9pp | 72.6%-39.2pp | 81.2%-47.9pp |
| Annual return | -5.17% | 946.63%-951.8pp | 702.22%-707.4pp | 418.27%-423.4pp |
| Employer contribution / active EE | $0 | $3,273-100.0% | $3,008-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $2,588 | $4,802-46.1% | $4,395-41.1% | $6,401-59.6% |
| Admin fee / account holder | $8 | $5,977-99.9% | $5,325-99.8% | $11,429-99.9% |