Filed March 11, 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 | $119,601 | $226,090-47.1% | $182,531-34.5% | $152,885-21.8% |
| Participation rate | 69.2% | 82.5%-13.2pp | 78.0%-8.7pp | 82.5%-13.2pp |
| Annual return | 20.00% | 192.57%-172.6pp | 148.57%-128.6pp | 345.39%-325.4pp |
| Employer contribution / active EE | $2,402 | $4,978-51.8% | $4,075-41.1% | $4,763-49.6% |
| Participant deferral / active EE | $6,806 | $6,369+6.9% | $5,525+23.2% | $5,851+16.3% |
| Admin fee / account holder | $959 | $10,705-91.0% | $8,593-88.8% | $11,598-91.7% |