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 | $100,139-35.5% | $85,187-24.2% | $145,884-55.7% |
| Participation rate | 62.5% | 74.1%-11.6pp | 67.5%-5.0pp | 80.3%-17.8pp |
| Annual return | 17.41% | 84.15%-66.7pp | 66.67%-49.3pp | 551.85%-534.4pp |
| Employer contribution / active EE | $2,097 | $3,238-35.2% | $2,732-23.3% | $4,662-55.0% |
| Participant deferral / active EE | $4,496 | $5,296-15.1% | $4,525-0.6% | $6,690-32.8% |
| Admin fee / account holder | $7,615 | $7,262+4.9% | $6,162+23.6% | $13,392-43.1% |