Filed November 25, 2022
Total covered: 5 employees
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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $375,735 | $176,794+112.5% | $146,647+156.2% | $167,553+124.2% |
| Participation rate | 61.5% | 83.6%-22.1pp | 80.1%-18.5pp | 82.1%-20.6pp |
| Annual return | 0.00% | 24.04%-24.0pp | 22.75%-22.7pp | 478.89%-478.9pp |
| Employer contribution / active EE | $10,452 | $5,161+102.5% | $4,137+152.7% | $4,840+116.0% |
| Participant deferral / active EE | $0 | $6,440-100.0% | $5,506-100.0% | $6,343-100.0% |
| Admin fee / account holder | $35 | $13,262-99.7% | $10,281-99.7% | $12,316-99.7% |