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 | $65,961+77.0% | $180,320-35.3% | $94,015+24.2% |
| Participation rate | 67.2% | 61.3%+6.0pp | 71.5%-4.3pp | 70.8%-3.6pp |
| Annual return | 14.80% | 14.27%+0.5pp | 778.54%-763.7pp | 17.84%-3.0pp |
| Employer contribution / active EE | $2,781 | $1,737+60.1% | $4,108-32.3% | $2,790-0.3% |
| Participant deferral / active EE | $4,325 | $3,003+44.0% | $4,304+0.5% | $4,249+1.8% |
| Admin fee / account holder | $4,077 | $4,901-16.8% | $10,000-59.2% | $8,951-54.4% |