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 | $59,041 | $60,165-1.9% | $74,184-20.4% | $55,167+7.0% |
| Participation rate | 65.0% | 74.2%-9.1pp | 76.6%-11.6pp | 69.0%-3.9pp |
| Annual return | 5.86% | 10.00%-4.1pp | 17.74%-11.9pp | 169.23%-163.4pp |
| Employer contribution / active EE | $1,135 | $1,600-29.0% | $2,370-52.1% | $1,963-42.1% |
| Participant deferral / active EE | $3,218 | $2,973+8.3% | $3,550-9.3% | $3,054+5.4% |
| Admin fee / account holder | $4,439 | $419+958.7% | $5,586-20.5% | $504+781.0% |