Filed January 7, 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 | $97,057 | $160,040-39.4% | $147,096-34.0% | $145,877-33.5% |
| Participation rate | 63.6% | 84.0%-20.4pp | 82.2%-18.5pp | 80.3%-16.7pp |
| Annual return | 15.53% | 98.49%-83.0pp | 419.75%-404.2pp | 551.28%-535.8pp |
| Employer contribution / active EE | $0 | $5,289-100.0% | $4,936-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $10,644 | $8,429+26.3% | $8,071+31.9% | $6,691+59.1% |
| Admin fee / account holder | $9,126 | $15,050-39.4% | $13,005-29.8% | $13,402-31.9% |