Filed January 31, 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 | $35,933 | $28,167+27.6% | $73,658-51.2% | $64,728-44.5% |
| Participation rate | 21.4% | 21.1%+0.4pp | 57.0%-35.6pp | 57.9%-36.5pp |
| Annual return | 14.03% | 139.75%-125.7pp | 29.72%-15.7pp | 49.38%-35.3pp |
| Employer contribution / active EE | $152 | $373-59.2% | $1,032-85.3% | $2,243-93.2% |
| Participant deferral / active EE | $664 | $597+11.2% | $2,062-67.8% | $2,729-75.7% |
| Admin fee / account holder | $1,699 | $1,791-5.1% | $3,357-49.4% | $1,145+48.4% |