Filed March 17, 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 | $34,030 | $115,814-70.6% | $101,275-66.4% | $158,982-78.6% |
| Participation rate | 66.7% | 79.4%-12.7pp | 75.8%-9.1pp | 82.0%-15.3pp |
| Annual return | 32.38% | 56.16%-23.8pp | 46.48%-14.1pp | 302.99%-270.6pp |
| Employer contribution / active EE | $2,209 | $4,176-47.1% | $3,660-39.7% | $4,763-53.6% |
| Participant deferral / active EE | $6,341 | $4,958+27.9% | $4,371+45.1% | $5,983+6.0% |
| Admin fee / account holder | $4,755 | $7,249-34.4% | $5,948-20.1% | $11,252-57.7% |