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 | $57,489 | $57,061+0.8% | $85,063-32.4% | $80,911-28.9% |
| Participation rate | 39.3% | 56.3%-17.1pp | 67.5%-28.2pp | 67.6%-28.4pp |
| Annual return | 13.39% | 21.66%-8.3pp | 66.54%-53.1pp | 35.63%-22.2pp |
| Employer contribution / active EE | $1,192 | $1,799-33.7% | $2,727-56.3% | $2,756-56.7% |
| Participant deferral / active EE | $3,140 | $3,110+1.0% | $4,523-30.6% | $4,297-26.9% |
| Admin fee / account holder | $15,953 | $4,986+219.9% | $6,155+159.2% | $6,935+130.0% |