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 | $106,524+104.2% | $152,301+42.8% | $87,485+148.6% |
| Participation rate | 65.5% | 75.8%-10.2pp | 82.4%-16.9pp | 68.9%-3.4pp |
| Annual return | 18.23% | 26.89%-8.7pp | 80.50%-62.3pp | 26.06%-7.8pp |
| Employer contribution / active EE | $2,089 | $3,371-38.0% | $4,624-54.8% | $2,596-19.5% |
| Participant deferral / active EE | $4,536 | $6,525-30.5% | $8,004-43.3% | $4,274+6.1% |
| Admin fee / account holder | $3,022 | $8,287-63.5% | $14,398-79.0% | $7,775-61.1% |