Filed February 4, 2022
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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 | $82,350 | $72,404+13.7% | $110,243-25.3% | $64,173+28.3% |
| Participation rate | 67.4% | 73.3%-5.9pp | 79.8%-12.4pp | 69.6%-2.1pp |
| Annual return | -6.03% | -6.29%+0.3pp | 314.76%-320.8pp | 7.63%-13.7pp |
| Employer contribution / active EE | $593 | $2,282-74.0% | $3,827-84.5% | $2,381-75.1% |
| Participant deferral / active EE | $4,423 | $3,469+27.5% | $4,672-5.3% | $3,470+27.5% |
| Admin fee / account holder | $585 | $5,664-89.7% | $8,548-93.2% | $4,887-88.0% |