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 | $122,239-21.3% | $184,200-47.8% | $74,546+29.0% |
| Participation rate | 54.0% | 85.5%-31.4pp | 86.8%-32.8pp | 67.2%-13.2pp |
| Annual return | 16.45% | 19.95%-3.5pp | 28.80%-12.3pp | 1366.03%-1349.6pp |
| Employer contribution / active EE | $2,709 | $4,537-40.3% | $6,424-57.8% | $2,624+3.2% |
| Participant deferral / active EE | $5,225 | $7,139-26.8% | $9,132-42.8% | $4,347+20.2% |
| Admin fee / account holder | $2,944 | $1,260+133.7% | $13,907-78.8% | $1,944+51.4% |