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 | $81,916 | $110,083-25.6% | $151,639-46.0% | $68,486+19.6% |
| Participation rate | 50.0% | 84.0%-34.0pp | 87.5%-37.5pp | 67.9%-17.9pp |
| Annual return | -16.51% | -10.12%-6.4pp | 3.34%-19.8pp | -7.85%-8.7pp |
| Employer contribution / active EE | $2,702 | $4,470-39.6% | $6,165-56.2% | $2,597+4.1% |
| Participant deferral / active EE | $5,205 | $6,526-20.3% | $8,363-37.8% | $4,028+29.2% |
| Admin fee / account holder | $7,669 | $7,718-0.6% | $11,613-34.0% | $5,404+41.9% |