Filed February 19, 2021 (most recent of 7 filings on file)
Total covered: 34 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 | $7,511 | $67,411-88.9% | $91,004-91.7% | $70,126-89.3% |
| Participation rate | 35.0% | 71.4%-36.4pp | 75.6%-40.6pp | 69.5%-34.5pp |
| Annual return | 13.88% | -40.16%+54.0pp | 4.60%+9.3pp | 73.15%-59.3pp |
| Employer contribution / active EE | $1,009 | $1,786-43.5% | $2,456-58.9% | $2,343-56.9% |
| Participant deferral / active EE | $0 | $2,823-100.0% | $3,548-100.0% | $3,332-100.0% |
| Admin fee / account holder | $38 | $4,236-99.1% | $5,417-99.3% | $4,646-99.2% |