Filed January 21, 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 | $17,009 | $52,279-67.5% | $89,414-81.0% | $79,852-78.7% |
| Participation rate | 57.5% | 57.5%0pp | 68.0%-10.5pp | 69.6%-12.1pp |
| Annual return | 16.57% | 22.16%-5.6pp | 245.50%-228.9pp | 31.72%-15.1pp |
| Employer contribution / active EE | $513 | $1,572-67.3% | $2,586-80.1% | $2,471-79.2% |
| Participant deferral / active EE | $2,176 | $2,740-20.6% | $3,890-44.0% | $3,740-41.8% |
| Admin fee / account holder | $1,374 | $3,356-59.1% | $4,883-71.9% | $5,306-74.1% |