Filed July 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 | $41,833 | $71,230-41.3% | $93,727-55.4% | $80,959-48.3% |
| Participation rate | 58.0% | 60.4%-2.4pp | 68.7%-10.8pp | 67.7%-9.7pp |
| Annual return | 34.66% | 11.26%+23.4pp | 133.83%-99.2pp | 35.67%-1.0pp |
| Employer contribution / active EE | $1,965 | $1,565+25.5% | $2,421-18.9% | $2,757-28.7% |
| Participant deferral / active EE | $4,337 | $4,037+7.4% | $4,417-1.8% | $4,300+0.8% |
| Admin fee / account holder | $1,564 | $6,961-77.5% | $8,292-81.1% | $6,925-77.4% |