Filed November 23, 2020 (most recent of 2 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 | $31,468 | $153,769-79.5% | $133,975-76.5% | $273,972-88.5% |
| Participation rate | 66.7% | 88.4%-21.7pp | 87.1%-20.4pp | 83.0%-16.3pp |
| Annual return | 11.40% | 36.51%-25.1pp | 29.29%-17.9pp | 41.46%-30.1pp |
| Employer contribution / active EE | $2,682 | $6,029-55.5% | $5,211-48.5% | $4,869-44.9% |
| Participant deferral / active EE | $5,410 | $6,958-22.3% | $6,282-13.9% | $5,287+2.3% |
| Admin fee / account holder | $3 | $11,765-100.0% | $9,324-100.0% | $10,133-100.0% |