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 | $78,607+30.4% | $105,624-3.0% | $74,478+37.6% |
| Participation rate | 50.0% | 72.8%-22.8pp | 75.3%-25.3pp | 67.2%-17.2pp |
| Annual return | 15.61% | 15.96%-0.3pp | 116.20%-100.6pp | 1370.56%-1354.9pp |
| Employer contribution / active EE | $1,306 | $2,523-48.2% | $3,168-58.8% | $2,626-50.3% |
| Participant deferral / active EE | $3,251 | $4,325-24.8% | $5,013-35.1% | $4,350-25.3% |
| Admin fee / account holder | $6,614 | $2,220+198.0% | $10,961-39.7% | $1,946+239.9% |