Filed June 8, 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 | $74,532 | $88,183-15.5% | $107,187-30.5% | $71,012+5.0% |
| Participation rate | 18.6% | 67.5%-49.0pp | 75.0%-56.5pp | 58.6%-40.0pp |
| Annual return | 13.52% | 16.47%-3.0pp | 204.55%-191.0pp | 37.67%-24.2pp |
| Employer contribution / active EE | $0 | $3,914-100.0% | $3,782-100.0% | $2,348-100.0% |
| Participant deferral / active EE | $1,031 | $3,079-66.5% | $5,096-79.8% | $3,246-68.2% |
| Admin fee / account holder | $7,371 | $1,430+415.4% | $9,162-19.5% | $1,167+531.5% |