Filed November 18, 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 | $42,045 | $101,672-58.6% | $147,117-71.4% | $74,478-43.5% |
| Participation rate | 57.9% | 75.5%-17.6pp | 82.2%-24.2pp | 67.2%-9.3pp |
| Annual return | 21.80% | 8757.83%-8736.0pp | 420.54%-398.7pp | 1370.56%-1348.8pp |
| Employer contribution / active EE | $2,412 | $3,813-36.7% | $4,932-51.1% | $2,626-8.2% |
| Participant deferral / active EE | $7,378 | $7,305+1.0% | $8,065-8.5% | $4,350+69.6% |
| Admin fee / account holder | $7,838 | $1,753+347.0% | $12,993-39.7% | $1,946+302.8% |