Filed January 3, 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 | $46,907 | $60,442-22.4% | $96,754-51.5% | $87,485-46.4% |
| Participation rate | 62.8% | 58.7%+4.1pp | 70.3%-7.5pp | 68.9%-6.1pp |
| Annual return | 17.38% | 21.97%-4.6pp | 82.04%-64.7pp | 26.06%-8.7pp |
| Employer contribution / active EE | $1,695 | $1,691+0.3% | $2,679-36.7% | $2,596-34.7% |
| Participant deferral / active EE | $2,822 | $3,280-14.0% | $4,758-40.7% | $4,274-34.0% |
| Admin fee / account holder | $8,607 | $5,069+69.8% | $8,905-3.3% | $7,775+10.7% |