Filed March 28, 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 | $18,500 | $107,368-82.8% | $92,915-80.1% | $152,909-87.9% |
| Participation rate | 66.7% | 79.8%-13.1pp | 76.0%-9.3pp | 82.5%-15.8pp |
| Annual return | 30.82% | 145.64%-114.8pp | 109.45%-78.6pp | 345.46%-314.6pp |
| Employer contribution / active EE | $1,991 | $4,222-52.8% | $3,653-45.5% | $4,764-58.2% |
| Participant deferral / active EE | $3,493 | $4,848-28.0% | $4,238-17.6% | $5,851-40.3% |
| Admin fee / account holder | $1,074 | $7,082-84.8% | $5,796-81.5% | $11,601-90.7% |