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 | $36,469 | $87,834-58.5% | $133,975-72.8% | $62,881-42.0% |
| Participation rate | 50.0% | 83.4%-33.4pp | 87.1%-37.1pp | 69.3%-19.3pp |
| Annual return | 9.68% | 12.05%-2.4pp | 29.29%-19.6pp | 20.14%-10.5pp |
| Employer contribution / active EE | $2,384 | $3,482-31.6% | $5,211-54.3% | $2,281+4.5% |
| Participant deferral / active EE | $5,006 | $4,812+4.0% | $6,282-20.3% | $3,203+56.3% |
| Admin fee / account holder | $772 | $5,372-85.6% | $9,324-91.7% | $4,296-82.0% |