Filed April 29, 2022 (most recent of 2 filings on file)
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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $57,593 | $129,227-55.4% | $184,256-68.7% | $77,762-25.9% |
| Participation rate | 4.2% | 87.4%-83.1pp | 86.8%-82.6pp | 70.6%-66.4pp |
| Annual return | 16.75% | 33.24%-16.5pp | 28.85%-12.1pp | 31.27%-14.5pp |
| Employer contribution / active EE | $0 | $4,412-100.0% | $6,427-100.0% | $2,728-100.0% |
| Participant deferral / active EE | $0 | $7,307-100.0% | $9,133-100.0% | $4,651-100.0% |
| Admin fee / account holder | $96 | $256-62.6% | $13,899-99.3% | $433-77.9% |