Filed May 12, 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 | $24,759 | $46,599-46.9% | $64,101-61.4% | $75,173-67.1% |
| Participation rate | 59.6% | 65.9%-6.4pp | 72.3%-12.7pp | 67.2%-7.6pp |
| Annual return | 60.59% | 26.06%+34.5pp | 33.72%+26.9pp | 160.72%-100.1pp |
| Employer contribution / active EE | $9,033 | $1,975+357.3% | $2,749+228.6% | $2,671+238.2% |
| Participant deferral / active EE | $2,456 | $2,837-13.4% | $3,881-36.7% | $4,126-40.5% |
| Admin fee / account holder | $2,326 | $2,956-21.3% | $3,070-24.2% | $5,651-58.8% |