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 | $36,626 | $82,678-55.7% | $125,391-70.8% | $68,490-46.5% |
| Participation rate | 60.7% | 75.1%-14.3pp | 82.4%-21.7pp | 67.9%-7.2pp |
| Annual return | -14.70% | -5.97%-8.7pp | 572.41%-587.1pp | -7.85%-6.9pp |
| Employer contribution / active EE | $2,530 | $3,382-25.2% | $4,816-47.5% | $2,597-2.6% |
| Participant deferral / active EE | $5,107 | $6,111-16.4% | $7,448-31.4% | $4,028+26.8% |
| Admin fee / account holder | $23,148 | $6,277+268.8% | $10,009+131.3% | $5,403+328.4% |