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 | $98,584 | $99,994-1.4% | $146,643-32.8% | $85,847+14.8% |
| Participation rate | 52.9% | 73.1%-20.1pp | 80.1%-27.1pp | 69.3%-16.4pp |
| Annual return | 14.83% | 18.93%-4.1pp | 22.75%-7.9pp | 318.61%-303.8pp |
| Employer contribution / active EE | $1,814 | $2,559-29.1% | $4,137-56.2% | $2,565-29.3% |
| Participant deferral / active EE | $3,642 | $4,006-9.1% | $5,506-33.9% | $3,952-7.9% |
| Admin fee / account holder | $2,009 | $7,703-73.9% | $10,280-80.5% | $6,261-67.9% |