Filed October 13, 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.)
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $74,288 | $72,446+2.5% | $67,561+10.0% | $145,877-49.1% |
| Participation rate | 50.0% | 76.9%-26.9pp | 72.9%-22.9pp | 80.3%-30.3pp |
| Annual return | 11.74% | 7211.98%-7200.2pp | 3525.44%-3513.7pp | 551.28%-539.5pp |
| Employer contribution / active EE | $7,238 | $3,072+135.6% | $2,735+164.6% | $4,663+55.2% |
| Participant deferral / active EE | $6,108 | $4,785+27.7% | $4,003+52.6% | $6,691-8.7% |
| Admin fee / account holder | $4,324 | $5,541-22.0% | $4,006+7.9% | $13,402-67.7% |