Filed May 10, 2022
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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 | $30,001 | $102,382-70.7% | $147,005-79.6% | $80,874-62.9% |
| Participation rate | 58.1% | 75.8%-17.8pp | 82.2%-24.1pp | 67.6%-9.6pp |
| Annual return | 16.32% | 134.89%-118.6pp | 418.76%-402.4pp | 35.62%-19.3pp |
| Employer contribution / active EE | $1,573 | $3,715-57.7% | $4,934-68.1% | $2,756-42.9% |
| Participant deferral / active EE | $3,901 | $6,646-41.3% | $8,070-51.7% | $4,297-9.2% |
| Admin fee / account holder | $5,200 | $7,942-34.5% | $13,006-60.0% | $6,935-25.0% |