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 | $102,382-19.6% | $147,005-44.0% | $80,874+1.8% |
| Participation rate | 49.5% | 75.8%-26.4pp | 82.2%-32.7pp | 67.6%-18.2pp |
| Annual return | 12.90% | 134.89%-122.0pp | 418.76%-405.9pp | 35.62%-22.7pp |
| Employer contribution / active EE | $2,342 | $3,715-37.0% | $4,934-52.5% | $2,756-15.0% |
| Participant deferral / active EE | $5,389 | $6,646-18.9% | $8,070-33.2% | $4,297+25.4% |
| Admin fee / account holder | $44,720 | $7,942+463.1% | $13,006+243.8% | $6,935+544.8% |