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 | $102,429-70.7% | $147,096-79.6% | $80,925-62.9% |
| Participation rate | 58.1% | 75.9%-17.8pp | 82.2%-24.1pp | 67.7%-9.6pp |
| Annual return | 16.32% | 135.02%-118.7pp | 419.75%-403.4pp | 35.65%-19.3pp |
| Employer contribution / active EE | $1,573 | $3,716-57.7% | $4,936-68.1% | $2,756-42.9% |
| Participant deferral / active EE | $3,901 | $6,649-41.3% | $8,071-51.7% | $4,299-9.3% |
| Admin fee / account holder | $5,200 | $7,957-34.6% | $13,005-60.0% | $6,940-25.1% |