Filed September 23, 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 | $28,169 | $40,275-30.1% | $57,356-50.9% | $59,633-52.8% |
| Participation rate | 51.0% | 69.1%-18.2pp | 75.1%-24.1pp | 68.7%-17.7pp |
| Annual return | -1.95% | 27.52%-29.5pp | 24.41%-26.4pp | 2041.45%-2043.4pp |
| Employer contribution / active EE | $1,015 | $1,921-47.2% | $2,689-62.3% | $2,203-53.9% |
| Participant deferral / active EE | $3,431 | $2,400+43.0% | $3,162+8.5% | $3,192+7.5% |
| Admin fee / account holder | $3,740 | $2,820+32.6% | $3,357+11.4% | $4,297-13.0% |