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 | $22,938 | $64,729-64.6% | $112,263-79.6% | $68,490-66.5% |
| Participation rate | 45.6% | 67.2%-21.6pp | 75.1%-29.5pp | 67.9%-22.3pp |
| Annual return | -13.37% | -11.40%-2.0pp | 27.49%-40.9pp | -7.85%-5.5pp |
| Employer contribution / active EE | $1,474 | $2,746-46.3% | $3,636-59.5% | $2,597-43.2% |
| Participant deferral / active EE | $2,510 | $3,566-29.6% | $4,729-46.9% | $4,028-37.7% |
| Admin fee / account holder | $499 | $5,222-90.4% | $6,410-92.2% | $5,403-90.8% |