Filed December 16, 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 | $96,486 | $107,363-10.1% | $92,909+3.8% | $152,897-36.9% |
| Participation rate | 44.4% | 79.8%-35.3pp | 76.0%-31.6pp | 82.5%-38.0pp |
| Annual return | 20.12% | 145.63%-125.5pp | 109.44%-89.3pp | 345.43%-325.3pp |
| Employer contribution / active EE | $1,078 | $4,222-74.5% | $3,653-70.5% | $4,764-77.4% |
| Participant deferral / active EE | $3,323 | $4,848-31.4% | $4,238-21.6% | $5,851-43.2% |
| Admin fee / account holder | $3,507 | $7,082-50.5% | $5,795-39.5% | $11,599-69.8% |