Filed December 3, 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 | $96,153 | $122,063-21.2% | $184,256-47.8% | $74,478+29.1% |
| Participation rate | 54.0% | 85.5%-31.4pp | 86.8%-32.8pp | 67.2%-13.2pp |
| Annual return | 16.45% | 19.92%-3.5pp | 28.85%-12.4pp | 1370.56%-1354.1pp |
| Employer contribution / active EE | $2,709 | $4,539-40.3% | $6,427-57.9% | $2,626+3.1% |
| Participant deferral / active EE | $5,225 | $7,144-26.9% | $9,133-42.8% | $4,350+20.1% |
| Admin fee / account holder | $2,944 | $1,253+135.0% | $13,899-78.8% | $1,946+51.3% |