Filed February 20, 2025
Total covered: 3 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 | $11,984 | $148,623-91.9% | $135,974-91.2% | $139,466-91.4% |
| Participation rate | 60.0% | 83.9%-23.9pp | 81.9%-21.9pp | 80.3%-20.3pp |
| Annual return | 43.79% | 79.30%-35.5pp | 68.30%-24.5pp | 373.66%-329.9pp |
| Employer contribution / active EE | $2,712 | $5,246-48.3% | $4,859-44.2% | $4,754-42.9% |
| Participant deferral / active EE | $9,094 | $8,103+12.2% | $7,760+17.2% | $6,712+35.5% |
| Admin fee / account holder | $21 | $12,406-99.8% | $10,767-99.8% | $11,409-99.8% |