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 | $30,427 | $45,872-33.7% | $77,096-60.5% | $68,486-55.6% |
| Participation rate | 58.5% | 55.9%+2.6pp | 67.9%-9.4pp | 67.9%-9.4pp |
| Annual return | -14.19% | 1.73%-15.9pp | 42.35%-56.5pp | -7.85%-6.3pp |
| Employer contribution / active EE | $1,596 | $1,650-3.2% | $2,814-43.3% | $2,597-38.5% |
| Participant deferral / active EE | $3,123 | $2,963+5.4% | $4,429-29.5% | $4,028-22.5% |
| Admin fee / account holder | $3,669 | $3,041+20.6% | $5,428-32.4% | $5,404-32.1% |