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 | $71,208-41.3% | $93,681-55.3% | $80,911-48.3% |
| Participation rate | 58.0% | 60.4%-2.4pp | 68.7%-10.8pp | 67.6%-9.7pp |
| Annual return | 34.66% | 11.27%+23.4pp | 133.47%-98.8pp | 35.63%-1.0pp |
| Employer contribution / active EE | $1,965 | $1,564+25.6% | $2,422-18.9% | $2,756-28.7% |
| Participant deferral / active EE | $4,337 | $4,035+7.5% | $4,415-1.8% | $4,297+0.9% |
| Admin fee / account holder | $1,564 | $6,951-77.5% | $8,290-81.1% | $6,935-77.4% |