Filed April 22, 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 | $46,444 | $69,977-33.6% | $108,582-57.2% | $62,881-26.1% |
| Participation rate | 41.5% | 72.9%-31.4pp | 79.6%-38.1pp | 69.3%-27.8pp |
| Annual return | 8.42% | 10.73%-2.3pp | -51.70%+60.1pp | 20.14%-11.7pp |
| Employer contribution / active EE | $1,259 | $2,135-41.0% | $3,758-66.5% | $2,281-44.8% |
| Participant deferral / active EE | $2,802 | $3,165-11.5% | $4,311-35.0% | $3,203-12.5% |
| Admin fee / account holder | $1,081 | $5,076-78.7% | $7,645-85.9% | $4,296-74.8% |