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 | $23,468 | $78,670-70.2% | $109,173-78.5% | $85,847-72.7% |
| Participation rate | 51.0% | 68.3%-17.3pp | 75.9%-24.9pp | 69.3%-18.3pp |
| Annual return | 17.14% | 25.09%-7.9pp | 25.75%-8.6pp | 318.61%-301.5pp |
| Employer contribution / active EE | $1,374 | $2,734-49.8% | $3,723-63.1% | $2,565-46.5% |
| Participant deferral / active EE | $2,201 | $3,467-36.5% | $4,654-52.7% | $3,952-44.3% |
| Admin fee / account holder | $964 | $5,469-82.4% | $6,755-85.7% | $6,261-84.6% |