Filed January 13, 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 | $35,824 | $108,825-67.1% | $156,181-77.1% | $82,448-56.5% |
| Participation rate | 66.7% | 72.4%-5.7pp | 78.8%-12.2pp | 68.1%-1.4pp |
| Annual return | 17.20% | 20.59%-3.4pp | 64.87%-47.7pp | 41.64%-24.4pp |
| Employer contribution / active EE | $1,270 | $2,870-55.7% | $4,294-70.4% | $2,551-50.2% |
| Participant deferral / active EE | $3,685 | $4,577-19.5% | $6,132-39.9% | $4,139-11.0% |
| Admin fee / account holder | $4,370 | $9,341-53.2% | $14,586-70.0% | $7,234-39.6% |