Filed November 29, 2021
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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 | $14,238 | $57,312-75.2% | $86,617-83.6% | $75,181-81.1% |
| Participation rate | 60.4% | 63.2%-2.8pp | 71.7%-11.3pp | 67.2%-6.8pp |
| Annual return | 26.96% | 2672.78%-2645.8pp | 591.91%-565.0pp | 160.69%-133.7pp |
| Employer contribution / active EE | $1,340 | $2,315-42.1% | $3,023-55.7% | $2,671-49.8% |
| Participant deferral / active EE | $2,741 | $3,319-17.4% | $4,437-38.2% | $4,126-33.6% |
| Admin fee / account holder | $425 | $4,114-89.7% | $5,613-92.4% | $5,650-92.5% |