Filed December 28, 2021
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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 | $236,012 | $80,992+191.4% | $96,534+144.5% | $75,173+214.0% |
| Participation rate | 51.7% | 71.8%-20.1pp | 76.0%-24.3pp | 67.2%-15.5pp |
| Annual return | 25.74% | 27.05%-1.3pp | 25.88%-0.1pp | 160.72%-135.0pp |
| Employer contribution / active EE | $2,544 | $2,283+11.4% | $2,965-14.2% | $2,671-4.8% |
| Participant deferral / active EE | $4,245 | $3,929+8.0% | $4,851-12.5% | $4,126+2.9% |
| Admin fee / account holder | $14,155 | $6,717+110.7% | $8,253+71.5% | $5,651+150.5% |