Filed May 21, 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 | $37,358 | $55,453-32.6% | $170,439-78.1% | $62,293-40.0% |
| Participation rate | 15.8% | 66.4%-50.5pp | 83.6%-67.8pp | 69.5%-53.7pp |
| Annual return | 18.88% | 21.38%-2.5pp | 205.94%-187.1pp | 28.90%-10.0pp |
| Employer contribution / active EE | $0 | $2,164-100.0% | $5,433-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $1,063 | $2,303-53.8% | $4,939-78.5% | $3,169-66.4% |
| Admin fee / account holder | $12,010 | $455+2539.2% | $13,881-13.5% | $479+2405.5% |