Filed January 7, 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 | $64,568 | $99,921-35.4% | $85,009-24.0% | $145,959-55.8% |
| Participation rate | 62.5% | 74.1%-11.6pp | 67.5%-5.0pp | 80.3%-17.8pp |
| Annual return | 17.41% | 83.89%-66.5pp | 66.47%-49.1pp | 561.95%-544.5pp |
| Employer contribution / active EE | $2,097 | $3,233-35.1% | $2,728-23.2% | $4,661-55.0% |
| Participant deferral / active EE | $4,496 | $5,293-15.1% | $4,522-0.6% | $6,689-32.8% |
| Admin fee / account holder | $7,615 | $7,252+5.0% | $6,153+23.8% | $13,398-43.2% |