Filed November 2, 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 | $176,073 | $63,346+178.0% | $92,240+90.9% | $70,126+151.1% |
| Participation rate | 24.4% | 68.7%-44.2pp | 76.5%-52.0pp | 69.5%-45.1pp |
| Annual return | 18.36% | 530.19%-511.8pp | 176.29%-157.9pp | 73.15%-54.8pp |
| Employer contribution / active EE | $760 | $2,471-69.2% | $3,680-79.3% | $2,343-67.5% |
| Participant deferral / active EE | $1,435 | $2,854-49.7% | $3,897-63.2% | $3,332-56.9% |
| Admin fee / account holder | $4,045 | $3,841+5.3% | $5,194-22.1% | $4,645-12.9% |