Filed March 26, 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.)
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $589,116 | $88,710+564.1% | $81,783+620.3% | $145,959+303.6% |
| Participation rate | 53.8% | 75.0%-21.2pp | 72.4%-18.5pp | 80.3%-26.4pp |
| Annual return | 13.14% | 1027.26%-1014.1pp | 775.05%-761.9pp | 561.95%-548.8pp |
| Employer contribution / active EE | $6,914 | $3,083+124.2% | $2,913+137.4% | $4,661+48.3% |
| Participant deferral / active EE | $13,925 | $4,645+199.8% | $4,320+222.3% | $6,689+108.2% |
| Admin fee / account holder | $26,728 | $8,407+217.9% | $7,380+262.2% | $13,398+99.5% |