Filed November 9, 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 | $92,731 | $110,083-15.8% | $151,639-38.8% | $68,486+35.4% |
| Participation rate | 68.0% | 84.0%-16.0pp | 87.5%-19.5pp | 67.9%+0.1pp |
| Annual return | -14.64% | -10.12%-4.5pp | 3.34%-18.0pp | -7.85%-6.8pp |
| Employer contribution / active EE | $2,321 | $4,470-48.1% | $6,165-62.4% | $2,597-10.6% |
| Participant deferral / active EE | $3,790 | $6,526-41.9% | $8,363-54.7% | $4,028-5.9% |
| Admin fee / account holder | $1,894 | $7,718-75.5% | $11,613-83.7% | $5,404-65.0% |