Filed April 22, 2024
Total covered: 135 employees
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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $20,448 | $89,588-77.2% | $135,987-85.0% | $77,714-73.7% |
| Participation rate | 0.6% | 74.3%-73.7pp | 76.4%-75.9pp | 70.6%-70.0pp |
| Annual return | 8.05% | 17.42%-9.4pp | 580.01%-572.0pp | 31.26%-23.2pp |
| Employer contribution / active EE | $3,201 | $3,491-8.3% | $4,214-24.0% | $2,727+17.4% |
| Participant deferral / active EE | $0 | $5,591-100.0% | $7,027-100.0% | $4,649-100.0% |
| Admin fee / account holder | $11 | $539-98.0% | $6,716-99.8% | $433-97.6% |