Filed June 17, 2022
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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $6,662 | $65,072-89.8% | $66,439-90.0% | $65,306-89.8% |
| Participation rate | 58.3% | 69.1%-10.8pp | 74.5%-16.2pp | 57.7%+0.6pp |
| Annual return | 11.57% | 21.50%-9.9pp | 757.66%-746.1pp | 21.94%-10.4pp |
| Employer contribution / active EE | $0 | $2,475-100.0% | $2,637-100.0% | $1,967-100.0% |
| Participant deferral / active EE | $898 | $3,234-72.2% | $3,876-76.8% | $2,959-69.7% |
| Admin fee / account holder | $67 | $1,323-95.0% | $6,173-98.9% | $3,480-98.1% |