Filed May 16, 2022
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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 | $16,262 | $108,897-85.1% | $100,378-83.8% | $145,877-88.9% |
| Participation rate | 40.9% | 83.0%-42.1pp | 81.5%-40.6pp | 80.3%-39.4pp |
| Annual return | 13.10% | 58.17%-45.1pp | 49.41%-36.3pp | 551.28%-538.2pp |
| Employer contribution / active EE | $637 | $4,420-85.6% | $3,942-83.8% | $4,663-86.3% |
| Participant deferral / active EE | $2,548 | $8,455-69.9% | $8,087-68.5% | $6,691-61.9% |
| Admin fee / account holder | $484 | $9,690-95.0% | $7,899-93.9% | $13,402-96.4% |