Filed January 14, 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 | $116,741 | $56,431+106.9% | $130,788-10.7% | $87,485+33.4% |
| Participation rate | 67.2% | 58.9%+8.3pp | 70.1%-2.9pp | 68.9%-1.7pp |
| Annual return | 14.80% | 91.27%-76.5pp | 386.44%-371.6pp | 26.06%-11.3pp |
| Employer contribution / active EE | $2,781 | $1,549+79.6% | $3,558-21.8% | $2,596+7.1% |
| Participant deferral / active EE | $4,325 | $2,749+57.3% | $4,137+4.5% | $4,274+1.2% |
| Admin fee / account holder | $4,077 | $4,433-8.0% | $6,673-38.9% | $7,775-47.6% |