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 | $44,690 | $69,383-35.6% | $101,271-55.9% | $73,493-39.2% |
| Participation rate | 20.6% | 68.4%-47.8pp | 75.8%-55.2pp | 70.7%-50.1pp |
| Annual return | 26.96% | 18.46%+8.5pp | 46.48%-19.5pp | 28.51%-1.6pp |
| Employer contribution / active EE | $789 | $2,628-70.0% | $3,660-78.4% | $2,270-65.2% |
| Participant deferral / active EE | $2,197 | $3,301-33.4% | $4,371-49.7% | $3,740-41.3% |
| Admin fee / account holder | $1,541 | $704+119.0% | $5,948-74.1% | $513+200.4% |