Filed April 25, 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 | $108,461 | $80,985+33.9% | $96,576+12.3% | $75,181+44.3% |
| Participation rate | 60.5% | 71.8%-11.3pp | 76.0%-15.5pp | 67.2%-6.7pp |
| Annual return | 19.03% | 27.05%-8.0pp | 25.87%-6.8pp | 160.69%-141.7pp |
| Employer contribution / active EE | $2,074 | $2,282-9.1% | $2,965-30.0% | $2,671-22.3% |
| Participant deferral / active EE | $3,326 | $3,929-15.4% | $4,851-31.4% | $4,126-19.4% |
| Admin fee / account holder | $16,649 | $6,719+147.8% | $8,253+101.7% | $5,650+194.7% |