Filed February 14, 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 | $48,864 | $65,082-24.9% | $81,367-39.9% | $59,633-18.1% |
| Participation rate | 64.1% | 76.0%-11.8pp | 82.3%-18.2pp | 68.7%-4.6pp |
| Annual return | -0.94% | 1.16%-2.1pp | -0.92%0pp | 2041.45%-2042.4pp |
| Employer contribution / active EE | $1,799 | $2,934-38.7% | $3,930-54.2% | $2,203-18.3% |
| Participant deferral / active EE | $3,002 | $4,083-26.5% | $5,383-44.2% | $3,192-6.0% |
| Admin fee / account holder | $300 | $7,582-96.0% | $8,926-96.6% | $4,297-93.0% |