Filed May 20, 2025
Total covered: 2 employees
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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,083 | $101,063-60.3% | $81,473-50.8% | $147,586-72.8% |
| Participation rate | 57.1% | 74.5%-17.3pp | 68.0%-10.8pp | 82.8%-25.7pp |
| Annual return | 18.18% | 32.41%-14.2pp | 38.78%-20.6pp | 578.59%-560.4pp |
| Employer contribution / active EE | $0 | $3,206-100.0% | $2,568-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $6,700 | $4,242+57.9% | $3,537+89.4% | $5,439+23.2% |
| Admin fee / account holder | $0 | $5,812-100.0% | $4,561-100.0% | $10,886-100.0% |