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 | $107,424 | $115,810-7.2% | $101,271+6.1% | $158,966-32.4% |
| Participation rate | 55.6% | 79.4%-23.8pp | 75.8%-20.3pp | 82.0%-26.4pp |
| Annual return | 13.10% | 56.15%-43.1pp | 46.48%-33.4pp | 302.95%-289.9pp |
| Employer contribution / active EE | $1,347 | $4,175-67.7% | $3,660-63.2% | $4,762-71.7% |
| Participant deferral / active EE | $3,733 | $4,958-24.7% | $4,371-14.6% | $5,983-37.6% |
| Admin fee / account holder | $403 | $7,248-94.4% | $5,948-93.2% | $11,250-96.4% |