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.
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 | $16,130 | $109,359-85.3% | $162,185-90.1% | $72,976-77.9% |
| Participation rate | 69.2% | 84.3%-15.0pp | 87.6%-18.3pp | 69.5%-0.3pp |
| Annual return | 30.76% | 25.46%+5.3pp | 115.61%-84.9pp | 81.02%-50.3pp |
| Employer contribution / active EE | $1,726 | $3,907-55.8% | $5,613-69.3% | $2,440-29.3% |
| Participant deferral / active EE | $3,152 | $5,481-42.5% | $7,297-56.8% | $3,608-12.6% |
| Admin fee / account holder | $65 | $7,972-99.2% | $10,844-99.4% | $5,124-98.7% |