Filed June 2, 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 | $85,040 | $64,716+31.4% | $112,258-24.2% | $68,495+24.2% |
| Participation rate | 62.5% | 67.2%-4.7pp | 75.1%-12.6pp | 67.9%-5.4pp |
| Annual return | -14.90% | -11.40%-3.5pp | 27.47%-42.4pp | -7.84%-7.1pp |
| Employer contribution / active EE | $2,218 | $2,746-19.2% | $3,636-39.0% | $2,596-14.6% |
| Participant deferral / active EE | $7,880 | $3,565+121.0% | $4,728+66.7% | $4,028+95.7% |
| Admin fee / account holder | $34,105 | $5,232+551.9% | $6,411+432.0% | $5,403+531.2% |