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 | $101,612 | $125,797-19.2% | $170,043-40.2% | $75,173+35.2% |
| Participation rate | 67.3% | 83.6%-16.3pp | 87.0%-19.7pp | 67.2%+0.1pp |
| Annual return | 14.21% | 27.20%-13.0pp | 53.40%-39.2pp | 160.72%-146.5pp |
| Employer contribution / active EE | $2,248 | $4,616-51.3% | $6,790-66.9% | $2,671-15.8% |
| Participant deferral / active EE | $3,678 | $6,838-46.2% | $10,410-64.7% | $4,126-10.9% |
| Admin fee / account holder | $7,033 | $8,177-14.0% | $12,824-45.2% | $5,651+24.5% |