Filed February 2, 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 | $217,527 | $99,875+117.8% | $146,866+48.1% | $86,983+150.1% |
| Participation rate | 65.5% | 75.8%-10.3pp | 82.5%-17.0pp | 69.5%-4.0pp |
| Annual return | 18.23% | 28.10%-9.9pp | 102.85%-84.6pp | 25.83%-7.6pp |
| Employer contribution / active EE | $2,089 | $3,224-35.2% | $4,425-52.8% | $2,584-19.2% |
| Participant deferral / active EE | $4,536 | $6,322-28.3% | $7,759-41.5% | $4,194+8.2% |
| Admin fee / account holder | $3,022 | $7,838-61.4% | $13,620-77.8% | $7,856-61.5% |