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 | $32,673 | $72,404-54.9% | $110,243-70.4% | $64,173-49.1% |
| Participation rate | 61.3% | 73.3%-12.0pp | 79.8%-18.5pp | 69.6%-8.2pp |
| Annual return | -6.52% | -6.29%-0.2pp | 314.76%-321.3pp | 7.63%-14.1pp |
| Employer contribution / active EE | $1,437 | $2,282-37.0% | $3,827-62.4% | $2,381-39.6% |
| Participant deferral / active EE | $2,069 | $3,469-40.4% | $4,672-55.7% | $3,470-40.4% |
| Admin fee / account holder | $3,324 | $5,664-41.3% | $8,548-61.1% | $4,887-32.0% |