Filed November 29, 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 | $32,778 | $69,977-53.2% | $108,582-69.8% | $62,881-47.9% |
| Participation rate | 59.3% | 72.9%-13.6pp | 79.6%-20.2pp | 69.3%-10.0pp |
| Annual return | 4.87% | 10.73%-5.9pp | -51.70%+56.6pp | 20.14%-15.3pp |
| Employer contribution / active EE | $1,509 | $2,135-29.3% | $3,758-59.8% | $2,281-33.8% |
| Participant deferral / active EE | $2,029 | $3,165-35.9% | $4,311-52.9% | $3,203-36.6% |
| Admin fee / account holder | $1,909 | $5,076-62.4% | $7,645-75.0% | $4,296-55.6% |