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 | $96,147 | $100,911-4.7% | $90,440+6.3% | $158,966-39.5% |
| Participation rate | 66.7% | 75.0%-8.4pp | 72.7%-6.0pp | 82.0%-15.3pp |
| Annual return | 15.26% | 1726.62%-1711.4pp | 1294.38%-1279.1pp | 302.95%-287.7pp |
| Employer contribution / active EE | $3,604 | $3,690-2.3% | $3,263+10.5% | $4,762-24.3% |
| Participant deferral / active EE | $14,033 | $4,348+222.7% | $3,964+254.0% | $5,983+134.5% |
| Admin fee / account holder | $577 | $6,507-91.1% | $5,615-89.7% | $11,250-94.9% |