Filed December 30, 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.)
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $270,648 | $201,370+34.4% | $184,256+46.9% | $145,897+85.5% |
| Participation rate | 57.1% | 87.5%-30.3pp | 86.8%-29.7pp | 80.3%-23.2pp |
| Annual return | 19.75% | 29.05%-9.3pp | 28.85%-9.1pp | 552.29%-532.5pp |
| Employer contribution / active EE | $0 | $7,024-100.0% | $6,427-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $11,179 | $9,808+14.0% | $9,133+22.4% | $6,689+67.1% |
| Admin fee / account holder | $2,070 | $16,364-87.4% | $13,899-85.1% | $13,390-84.5% |