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 | $249,940 | $72,269+245.8% | $101,271+146.8% | $79,852+213.0% |
| Participation rate | 30.9% | 68.5%-37.6pp | 75.8%-44.9pp | 69.6%-38.8pp |
| Annual return | 20.84% | 22.29%-1.5pp | 46.48%-25.6pp | 31.72%-10.9pp |
| Employer contribution / active EE | $741 | $2,692-72.5% | $3,660-79.8% | $2,471-70.0% |
| Participant deferral / active EE | $1,843 | $3,282-43.8% | $4,371-57.8% | $3,740-50.7% |
| Admin fee / account holder | $11,254 | $4,401+155.7% | $5,948+89.2% | $5,306+112.1% |