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 | $42,224 | $45,050-6.3% | $63,018-33.0% | $70,126-39.8% |
| Participation rate | 67.4% | 69.5%-2.1pp | 74.8%-7.4pp | 69.5%-2.1pp |
| Annual return | 17.09% | 18.76%-1.7pp | 87.62%-70.5pp | 73.15%-56.1pp |
| Employer contribution / active EE | $1,423 | $2,052-30.6% | $2,761-48.4% | $2,343-39.2% |
| Participant deferral / active EE | $3,923 | $2,466+59.1% | $3,330+17.8% | $3,332+17.7% |
| Admin fee / account holder | $5,828 | $2,834+105.6% | $3,601+61.9% | $4,645+25.5% |