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 | $58,618 | $78,707-25.5% | $117,861-50.3% | $70,126-16.4% |
| Participation rate | 44.2% | 73.2%-29.0pp | 79.7%-35.5pp | 69.5%-25.4pp |
| Annual return | 17.98% | 23.30%-5.3pp | 335.11%-317.1pp | 73.15%-55.2pp |
| Employer contribution / active EE | $1,231 | $2,223-44.6% | $3,786-67.5% | $2,343-47.5% |
| Participant deferral / active EE | $2,799 | $3,297-15.1% | $4,482-37.5% | $3,332-16.0% |
| Admin fee / account holder | $4,678 | $5,066-7.7% | $8,021-41.7% | $4,645+0.7% |