Filed February 1, 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 | $129,386 | $81,870+58.0% | $119,622+8.2% | $68,486+88.9% |
| Participation rate | 60.0% | 71.9%-11.9pp | 79.3%-19.3pp | 67.9%-7.9pp |
| Annual return | 8875.65% | -23.82%+8899.5pp | -14.98%+8890.6pp | -7.85%+8883.5pp |
| Employer contribution / active EE | $804 | $2,692-70.1% | $4,232-81.0% | $2,597-69.0% |
| Participant deferral / active EE | $3,571 | $4,148-13.9% | $5,601-36.2% | $4,028-11.3% |
| Admin fee / account holder | $308 | $6,583-95.3% | $10,328-97.0% | $5,404-94.3% |