Filed January 12, 2022 (most recent of 4 filings on file)
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.
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 | $10,885 | $94,529-88.5% | $140,019-92.2% | $64,173-83.0% |
| Participation rate | 57.6% | 84.1%-26.5pp | 87.5%-29.9pp | 69.6%-12.0pp |
| Annual return | 2.98% | 7.77%-4.8pp | 651.17%-648.2pp | 7.63%-4.6pp |
| Employer contribution / active EE | $1,280 | $3,812-66.4% | $5,605-77.2% | $2,381-46.3% |
| Participant deferral / active EE | $2,262 | $5,250-56.9% | $6,927-67.3% | $3,470-34.8% |
| Admin fee / account holder | $194 | $6,741-97.1% | $10,705-98.2% | $4,887-96.0% |