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 | $72,426+2.6% | $67,560+10.0% | $145,897-49.1% |
| Participation rate | 50.0% | 76.9%-26.9pp | 72.9%-22.9pp | 80.3%-30.3pp |
| Annual return | 11.74% | 7226.78%-7215.0pp | 3533.50%-3521.8pp | 552.29%-540.6pp |
| Employer contribution / active EE | $7,238 | $3,074+135.4% | $2,737+164.5% | $4,663+55.2% |
| Participant deferral / active EE | $6,108 | $4,785+27.6% | $4,004+52.5% | $6,689-8.7% |
| Admin fee / account holder | $4,324 | $5,514-21.6% | $3,994+8.3% | $13,390-67.7% |