Filed December 27, 2021
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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $31,590 | $65,364-51.7% | $92,909-66.0% | $72,975-56.7% |
| Participation rate | 26.0% | 68.3%-42.3pp | 76.0%-50.0pp | 69.5%-43.4pp |
| Annual return | 19.97% | 42.11%-22.1pp | 109.44%-89.5pp | 81.01%-61.0pp |
| Employer contribution / active EE | $1,065 | $2,594-58.9% | $3,653-70.8% | $2,440-56.3% |
| Participant deferral / active EE | $2,331 | $3,128-25.5% | $4,238-45.0% | $3,608-35.4% |
| Admin fee / account holder | $16,351 | $4,251+284.6% | $5,795+182.2% | $5,124+219.1% |