Filed December 1, 2021
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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 | $85,086 | $160,070-46.8% | $147,117-42.2% | $145,897-41.7% |
| Participation rate | 69.6% | 84.0%-14.5pp | 82.2%-12.6pp | 80.3%-10.7pp |
| Annual return | 13.42% | 98.69%-85.3pp | 420.54%-407.1pp | 552.29%-538.9pp |
| Employer contribution / active EE | $5,859 | $5,285+10.9% | $4,932+18.8% | $4,663+25.7% |
| Participant deferral / active EE | $9,381 | $8,419+11.4% | $8,065+16.3% | $6,689+40.2% |
| Admin fee / account holder | $14,798 | $15,035-1.6% | $12,993+13.9% | $13,390+10.5% |