Filed October 28, 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 | $96,154 | $133,998-28.2% | $112,263-14.3% | $134,545-28.5% |
| Participation rate | 60.0% | 78.6%-18.6pp | 75.1%-15.1pp | 81.2%-21.2pp |
| Annual return | -14.57% | 47.17%-61.7pp | 27.49%-42.1pp | 418.37%-432.9pp |
| Employer contribution / active EE | $2,948 | $4,040-27.0% | $3,636-18.9% | $4,742-37.8% |
| Participant deferral / active EE | $7,430 | $5,292+40.4% | $4,729+57.1% | $6,401+16.1% |
| Admin fee / account holder | $35,558 | $7,493+374.6% | $6,410+454.7% | $11,431+211.1% |