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 | $85,038 | $91,559-7.1% | $133,978-36.5% | $79,856+6.5% |
| Participation rate | 43.6% | 73.3%-29.7pp | 79.8%-36.2pp | 69.6%-26.0pp |
| Annual return | 15.26% | 61.85%-46.6pp | 45.10%-29.8pp | 31.71%-16.5pp |
| Employer contribution / active EE | $1,314 | $2,384-44.9% | $3,919-66.5% | $2,471-46.8% |
| Participant deferral / active EE | $2,698 | $3,734-27.7% | $5,047-46.5% | $3,741-27.9% |
| Admin fee / account holder | $398 | $6,321-93.7% | $8,930-95.5% | $5,306-92.5% |