Filed April 18, 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 | $30,739 | $42,383-27.5% | $76,518-59.8% | $64,173-52.1% |
| Participation rate | 67.7% | 58.1%+9.6pp | 68.0%-0.3pp | 69.6%-1.8pp |
| Annual return | -3.74% | -16.54%+12.8pp | -0.27%-3.5pp | 7.63%-11.4pp |
| Employer contribution / active EE | $2,407 | $1,563+54.0% | $2,647-9.1% | $2,381+1.1% |
| Participant deferral / active EE | $5,072 | $2,566+97.6% | $3,836+32.2% | $3,470+46.2% |
| Admin fee / account holder | $11,198 | $3,198+250.2% | $4,849+131.0% | $4,887+129.1% |