Filed March 23, 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 | $127,281 | $102,422+24.3% | $147,117-13.5% | $80,959+57.2% |
| Participation rate | 56.3% | 75.9%-19.6pp | 82.2%-25.9pp | 67.7%-11.4pp |
| Annual return | 15.30% | 135.16%-119.9pp | 420.54%-405.2pp | 35.67%-20.4pp |
| Employer contribution / active EE | $1,182 | $3,717-68.2% | $4,932-76.0% | $2,757-57.1% |
| Participant deferral / active EE | $5,376 | $6,652-19.2% | $8,065-33.3% | $4,300+25.0% |
| Admin fee / account holder | $5,070 | $7,953-36.3% | $12,993-61.0% | $6,925-26.8% |