Filed February 17, 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 | $102,498 | $78,562+30.5% | $105,608-2.9% | $74,429+37.7% |
| Participation rate | 50.0% | 72.8%-22.8pp | 75.3%-25.3pp | 67.2%-17.2pp |
| Annual return | 15.61% | 15.94%-0.3pp | 116.50%-100.9pp | 1368.38%-1352.8pp |
| Employer contribution / active EE | $1,306 | $2,521-48.2% | $3,167-58.8% | $2,625-50.2% |
| Participant deferral / active EE | $3,251 | $4,321-24.8% | $5,010-35.1% | $4,348-25.2% |
| Admin fee / account holder | $6,614 | $2,217+198.4% | $11,028-40.0% | $1,944+240.2% |