Filed May 6, 2019
Total covered: 2 employees
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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $92,468-100.0% | $83,167-100.0% | $222,458-100.0% |
| Participation rate | 0.0% | 79.2%-79.2pp | 77.9%-77.9pp | 48.7%-48.7pp |
| Annual return | -0.45% | -0.06%-0.4pp | -0.37%-0.1pp | -2.16%+1.7pp |
| Employer contribution / active EE | $12,857 | $33,795-62.0% | $27,460-53.2% | $42,957-70.1% |
| Participant deferral / active EE | $0 | $923-100.0% | $1,021-100.0% | $153-100.0% |
| Admin fee / account holder | $0 | $3,305-100.0% | $3,063-100.0% | $12,572-100.0% |