Filed March 25, 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 | $65,056 | $103,008-36.8% | $90,304-28.0% | $152,897-57.5% |
| Participation rate | 66.7% | 75.9%-9.2pp | 73.3%-6.6pp | 82.5%-15.8pp |
| Annual return | 19.03% | 95.22%-76.2pp | 78.13%-59.1pp | 345.43%-326.4pp |
| Employer contribution / active EE | $3,125 | $3,139-0.5% | $2,855+9.4% | $4,764-34.4% |
| Participant deferral / active EE | $12,823 | $4,281+199.5% | $3,885+230.1% | $5,851+119.2% |
| Admin fee / account holder | $2,818 | $6,175-54.4% | $5,354-47.4% | $11,599-75.7% |