Filed December 2, 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 | $82,309 | $102,429-19.6% | $147,096-44.0% | $80,925+1.7% |
| Participation rate | 49.5% | 75.9%-26.4pp | 82.2%-32.7pp | 67.7%-18.2pp |
| Annual return | 12.90% | 135.02%-122.1pp | 419.75%-406.9pp | 35.65%-22.8pp |
| Employer contribution / active EE | $2,342 | $3,716-37.0% | $4,936-52.5% | $2,756-15.0% |
| Participant deferral / active EE | $5,389 | $6,649-18.9% | $8,071-33.2% | $4,299+25.4% |
| Admin fee / account holder | $44,720 | $7,957+462.0% | $13,005+243.9% | $6,940+544.4% |