Filed January 10, 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 | $60,234 | $88,778-32.2% | $81,844-26.4% | $145,884-58.7% |
| Participation rate | 61.9% | 75.1%-13.2pp | 72.4%-10.5pp | 80.3%-18.4pp |
| Annual return | 15.66% | 1033.03%-1017.4pp | 778.87%-763.2pp | 551.85%-536.2pp |
| Employer contribution / active EE | $1,478 | $3,087-52.1% | $2,916-49.3% | $4,662-68.3% |
| Participant deferral / active EE | $5,244 | $4,648+12.8% | $4,323+21.3% | $6,690-21.6% |
| Admin fee / account holder | $2,987 | $8,430-64.6% | $7,355-59.4% | $13,392-77.7% |