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 | $102,422-70.7% | $147,117-79.6% | $80,959-62.9% |
| Participation rate | 58.1% | 75.9%-17.8pp | 82.2%-24.1pp | 67.7%-9.6pp |
| Annual return | 16.32% | 135.16%-118.8pp | 420.54%-404.2pp | 35.67%-19.3pp |
| Employer contribution / active EE | $1,573 | $3,717-57.7% | $4,932-68.1% | $2,757-43.0% |
| Participant deferral / active EE | $3,901 | $6,652-41.4% | $8,065-51.6% | $4,300-9.3% |
| Admin fee / account holder | $5,200 | $7,953-34.6% | $12,993-60.0% | $6,925-24.9% |