Filed February 6, 2020
Total covered: 2 employees
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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $11,508 | $85,169-86.5% | $172,755-93.3% | $72,983-84.2% |
| Participation rate | 10.5% | 70.1%-59.6pp | 82.6%-72.2pp | 69.5%-59.0pp |
| Annual return | 31.31% | 27.32%+4.0pp | 802.94%-771.6pp | 81.01%-49.7pp |
| Employer contribution / active EE | $0 | $3,324-100.0% | $5,144-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $724 | $3,260-77.8% | $5,198-86.1% | $3,608-79.9% |
| Admin fee / account holder | $106 | $5,880-98.2% | $13,955-99.2% | $5,124-97.9% |