Filed May 4, 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 | $72,087 | $56,110+28.5% | $94,993-24.1% | $70,126+2.8% |
| Participation rate | 61.5% | 65.0%-3.5pp | 73.9%-12.3pp | 69.5%-8.0pp |
| Annual return | 30.10% | 51.02%-20.9pp | 27.14%+3.0pp | 73.15%-43.0pp |
| Employer contribution / active EE | $958 | $1,442-33.6% | $2,603-63.2% | $2,343-59.1% |
| Participant deferral / active EE | $4,569 | $2,391+91.1% | $3,317+37.7% | $3,332+37.1% |
| Admin fee / account holder | $12,849 | $3,456+271.7% | $4,960+159.0% | $4,646+176.6% |