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.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $308,284 | $95,438+223.0% | $135,998+126.7% | $74,478+313.9% |
| Participation rate | 64.0% | 78.2%-14.2pp | 81.9%-17.9pp | 70.7%-6.7pp |
| Annual return | -0.09% | 32.61%-32.7pp | 68.37%-68.5pp | 34.37%-34.5pp |
| Employer contribution / active EE | $0 | $3,878-100.0% | $4,860-100.0% | $2,637-100.0% |
| Participant deferral / active EE | $0 | $7,790-100.0% | $7,761-100.0% | $4,530-100.0% |
| Admin fee / account holder | $0 | $259-100.0% | $10,769-100.0% | $347-100.0% |