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 | $485,500 | $92,766+423.4% | $82,763+486.6% | $134,545+260.8% |
| Participation rate | 64.3% | 75.2%-10.9pp | 72.6%-8.3pp | 81.2%-16.9pp |
| Annual return | -16.21% | 946.97%-963.2pp | 702.45%-718.7pp | 418.37%-434.6pp |
| Employer contribution / active EE | $6,393 | $3,273+95.3% | $3,008+112.5% | $4,742+34.8% |
| Participant deferral / active EE | $12,279 | $4,802+155.7% | $4,395+179.4% | $6,401+91.8% |
| Admin fee / account holder | $7,624 | $5,978+27.5% | $5,325+43.2% | $11,431-33.3% |