Filed May 4, 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.)
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $161,809 | $72,465+123.3% | $67,575+139.4% | $145,884+10.9% |
| Participation rate | 27.3% | 76.9%-49.6pp | 72.9%-45.6pp | 80.3%-53.0pp |
| Annual return | 15.18% | 7222.56%-7207.4pp | 3528.98%-3513.8pp | 551.85%-536.7pp |
| Employer contribution / active EE | $0 | $3,074-100.0% | $2,736-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $0 | $4,786-100.0% | $4,003-100.0% | $6,690-100.0% |
| Admin fee / account holder | $5,942 | $5,515+7.7% | $3,993+48.8% | $13,392-55.6% |