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 | $91,876 | $91,537+0.4% | $130,045-29.4% | $75,173+22.2% |
| Participation rate | 60.3% | 71.5%-11.1pp | 78.5%-18.2pp | 67.2%-6.9pp |
| Annual return | 19.82% | -631.55%+651.4pp | -137.30%+157.1pp | 160.72%-140.9pp |
| Employer contribution / active EE | $1,879 | $2,845-33.9% | $4,321-56.5% | $2,671-29.6% |
| Participant deferral / active EE | $3,991 | $4,343-8.1% | $5,820-31.4% | $4,126-3.3% |
| Admin fee / account holder | $3,608 | $6,780-46.8% | $10,600-66.0% | $5,651-36.1% |