Filed June 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 | $55,359 | $42,909+29.0% | $60,906-9.1% | $68,486-19.2% |
| Participation rate | 63.3% | 66.8%-3.4pp | 73.1%-9.8pp | 67.9%-4.6pp |
| Annual return | -16.35% | -13.99%-2.4pp | 16.94%-33.3pp | -7.85%-8.5pp |
| Employer contribution / active EE | $4,761 | $1,979+140.6% | $2,703+76.1% | $2,597+83.4% |
| Participant deferral / active EE | $1,272 | $2,866-55.6% | $3,814-66.6% | $4,028-68.4% |
| Admin fee / account holder | $7,981 | $3,104+157.1% | $3,227+147.3% | $5,404+47.7% |