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 | $76,048 | $49,249+54.4% | $70,476+7.9% | $79,852-4.8% |
| Participation rate | 67.6% | 69.2%-1.5pp | 75.1%-7.4pp | 69.6%-2.0pp |
| Annual return | 18.28% | 30.09%-11.8pp | 109.12%-90.8pp | 31.72%-13.4pp |
| Employer contribution / active EE | $1,779 | $2,100-15.3% | $2,738-35.0% | $2,471-28.0% |
| Participant deferral / active EE | $5,174 | $2,769+86.9% | $3,710+39.5% | $3,740+38.3% |
| Admin fee / account holder | $6,453 | $2,878+124.2% | $3,847+67.7% | $5,306+21.6% |