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 | $125,908 | $91,537+37.5% | $130,045-3.2% | $75,173+67.5% |
| Participation rate | 67.9% | 71.5%-3.6pp | 78.5%-10.6pp | 67.2%+0.7pp |
| Annual return | 14.73% | -631.55%+646.3pp | -137.30%+152.0pp | 160.72%-146.0pp |
| Employer contribution / active EE | $1,068 | $2,845-62.5% | $4,321-75.3% | $2,671-60.0% |
| Participant deferral / active EE | $4,249 | $4,343-2.2% | $5,820-27.0% | $4,126+3.0% |
| Admin fee / account holder | $22,917 | $6,780+238.0% | $10,600+116.2% | $5,651+305.6% |