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 | $31,569 | $91,474-65.5% | $135,982-76.8% | $71,529-55.9% |
| Participation rate | 56.9% | 75.7%-18.8pp | 81.9%-25.0pp | 67.9%-11.1pp |
| Annual return | 31.24% | 29.89%+1.3pp | 68.32%-37.1pp | 28.97%+2.3pp |
| Employer contribution / active EE | $2,048 | $3,705-44.7% | $4,859-57.9% | $2,590-20.9% |
| Participant deferral / active EE | $6,250 | $7,095-11.9% | $7,760-19.5% | $4,291+45.6% |
| Admin fee / account holder | $1,261 | $1,267-0.5% | $10,767-88.3% | $1,588-20.6% |