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 | $59,530 | $45,082+32.0% | $69,464-14.3% | $72,975-18.4% |
| Participation rate | 63.3% | 68.5%-5.2pp | 74.6%-11.3pp | 69.5%-6.2pp |
| Annual return | 28.00% | 22.66%+5.3pp | 28.98%-1.0pp | 81.01%-53.0pp |
| Employer contribution / active EE | $1,743 | $2,055-15.2% | $2,779-37.3% | $2,440-28.6% |
| Participant deferral / active EE | $4,598 | $2,604+76.6% | $3,536+30.0% | $3,608+27.4% |
| Admin fee / account holder | $984 | $3,057-67.8% | $3,840-74.4% | $5,124-80.8% |