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 | $137,140 | $73,955+85.4% | $96,520+42.1% | $75,181+82.4% |
| Participation rate | 19.4% | 66.4%-47.1pp | 74.3%-55.0pp | 67.2%-47.8pp |
| Annual return | 18.67% | 26.72%-8.0pp | 35.72%-17.0pp | 160.69%-142.0pp |
| Employer contribution / active EE | $1,070 | $2,930-63.5% | $3,739-71.4% | $2,671-59.9% |
| Participant deferral / active EE | $2,532 | $3,659-30.8% | $4,879-48.1% | $4,126-38.6% |
| Admin fee / account holder | $3,406 | $5,217-34.7% | $6,733-49.4% | $5,650-39.7% |