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 | $49,896-2.2% | $80,627-39.4% | $75,173-35.1% |
| Participation rate | 46.2% | 55.3%-9.2pp | 67.0%-20.9pp | 67.2%-21.0pp |
| Annual return | 166.30% | 34.67%+131.6pp | 936.76%-770.5pp | 160.72%+5.6pp |
| Employer contribution / active EE | $1,763 | $1,699+3.8% | $2,723-35.2% | $2,671-34.0% |
| Participant deferral / active EE | $2,465 | $2,992-17.6% | $4,443-44.5% | $4,126-40.3% |
| Admin fee / account holder | $46,427 | $3,578+1197.6% | $5,381+762.9% | $5,651+721.6% |