Filed March 23, 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 | $112,019 | $48,053+133.1% | $84,637+32.4% | $72,976+53.5% |
| Participation rate | 47.1% | 57.6%-10.5pp | 68.2%-21.2pp | 69.5%-22.4pp |
| Annual return | 19.10% | 37.39%-18.3pp | 258.82%-239.7pp | 81.02%-61.9pp |
| Employer contribution / active EE | $0 | $1,602-100.0% | $2,653-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $4,958 | $2,681+85.0% | $3,900+27.1% | $3,608+37.4% |
| Admin fee / account holder | $5,318 | $3,395+56.6% | $4,914+8.2% | $5,124+3.8% |