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 | $101,653-58.6% | $147,080-71.4% | $74,459-43.5% |
| Participation rate | 57.9% | 75.6%-17.6pp | 82.2%-24.2pp | 67.2%-9.3pp |
| Annual return | 21.80% | 8754.98%-8733.2pp | 420.17%-398.4pp | 1369.70%-1347.9pp |
| Employer contribution / active EE | $2,412 | $3,813-36.8% | $4,933-51.1% | $2,626-8.1% |
| Participant deferral / active EE | $7,378 | $7,304+1.0% | $8,066-8.5% | $4,350+69.6% |
| Admin fee / account holder | $7,838 | $1,752+347.5% | $12,989-39.7% | $1,945+303.0% |