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 | $27,243+31.9% | $52,425-31.5% | $79,634-54.9% |
| Participation rate | 21.4% | 22.4%-1.0pp | 55.6%-34.2pp | 62.5%-41.1pp |
| Annual return | 14.03% | 63.36%-49.3pp | 302.12%-288.1pp | 36.46%-22.4pp |
| Employer contribution / active EE | $152 | $319-52.4% | $914-83.4% | $2,529-94.0% |
| Participant deferral / active EE | $664 | $636+4.5% | $1,790-62.9% | $3,835-82.7% |
| Admin fee / account holder | $1,699 | $2,105-19.3% | $2,495-31.9% | $1,002+69.6% |