Filed November 9, 2021
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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 | $48,820 | $49,891-2.1% | $80,607-39.4% | $75,181-35.1% |
| Participation rate | 46.2% | 55.3%-9.2pp | 67.0%-20.9pp | 67.2%-21.0pp |
| Annual return | 166.30% | 34.67%+131.6pp | 936.11%-769.8pp | 160.69%+5.6pp |
| Employer contribution / active EE | $1,763 | $1,698+3.8% | $2,724-35.3% | $2,671-34.0% |
| Participant deferral / active EE | $2,465 | $2,991-17.6% | $4,448-44.6% | $4,126-40.2% |
| Admin fee / account holder | $46,427 | $3,578+1197.7% | $5,379+763.1% | $5,650+721.7% |