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 | $52,353+123.0% | $120,225-2.9% | $82,448+41.6% |
| Participation rate | 67.2% | 58.3%+8.9pp | 69.6%-2.3pp | 68.1%-0.8pp |
| Annual return | 14.80% | 61.85%-47.1pp | 439.23%-424.4pp | 41.64%-26.8pp |
| Employer contribution / active EE | $2,781 | $1,510+84.2% | $3,475-20.0% | $2,551+9.0% |
| Participant deferral / active EE | $4,325 | $2,627+64.7% | $3,999+8.2% | $4,139+4.5% |
| Admin fee / account holder | $4,077 | $4,363-6.5% | $5,696-28.4% | $7,234-43.6% |