Filed June 25, 2024 (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.
Assets per participant exceed $250,000 - top-decile high-value plan.
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 | $293,684 | $82,188+257.3% | $125,401+134.2% | $64,829+353.0% |
| Participation rate | 69.2% | 77.9%-8.7pp | 82.4%-13.2pp | 71.5%-2.3pp |
| Annual return | -11.35% | 3.50%-14.8pp | 572.53%-583.9pp | 32.85%-44.2pp |
| Employer contribution / active EE | $0 | $3,617-100.0% | $4,816-100.0% | $2,507-100.0% |
| Participant deferral / active EE | $0 | $7,177-100.0% | $7,448-100.0% | $4,312-100.0% |
| Admin fee / account holder | $0 | $163-100.0% | $10,008-100.0% | $188-100.0% |