Filed July 22, 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 | $47,345 | $185,856-74.5% | $170,028-72.2% | $139,456-66.1% |
| Participation rate | 66.7% | 87.8%-21.1pp | 87.0%-20.3pp | 80.3%-13.7pp |
| Annual return | 12.98% | 60.52%-47.5pp | 53.39%-40.4pp | 373.45%-360.5pp |
| Employer contribution / active EE | $18,229 | $7,593+140.1% | $6,788+168.6% | $4,753+283.6% |
| Participant deferral / active EE | $18,850 | $11,623+62.2% | $10,409+81.1% | $6,711+180.9% |
| Admin fee / account holder | $8,537 | $15,387-44.5% | $12,820-33.4% | $11,407-25.2% |