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 | $78,438 | $71,523+9.7% | $98,461-20.3% | $71,511+9.7% |
| Participation rate | 61.9% | 72.7%-10.8pp | 75.2%-13.3pp | 67.9%-6.0pp |
| Annual return | 17.50% | 32.43%-14.9pp | 21.17%-3.7pp | 28.86%-11.4pp |
| Employer contribution / active EE | $1,376 | $2,399-42.7% | $3,049-54.9% | $2,589-46.9% |
| Participant deferral / active EE | $3,666 | $4,109-10.8% | $4,738-22.6% | $4,291-14.6% |
| Admin fee / account holder | $3,662 | $1,676+118.5% | $8,961-59.1% | $1,588+130.5% |