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 | $65,090 | $69,274-6.0% | $64,097+1.5% | $139,487-53.3% |
| Participation rate | 66.7% | 75.6%-9.0pp | 72.3%-5.7pp | 80.3%-13.7pp |
| Annual return | 13.68% | 46.00%-32.3pp | 33.75%-20.1pp | 373.84%-360.2pp |
| Employer contribution / active EE | $6,361 | $3,187+99.6% | $2,750+131.3% | $4,755+33.8% |
| Participant deferral / active EE | $5,442 | $4,685+16.2% | $3,881+40.2% | $6,713-18.9% |
| Admin fee / account holder | $5,501 | $4,247+29.5% | $3,070+79.2% | $11,407-51.8% |