Filed June 1, 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 | $215,462 | $66,402+224.5% | $109,907+96.0% | $85,847+151.0% |
| Participation rate | 50.0% | 63.9%-13.9pp | 74.2%-24.2pp | 69.3%-19.3pp |
| Annual return | 16.24% | 19.59%-3.4pp | 29.46%-13.2pp | 318.61%-302.4pp |
| Employer contribution / active EE | $3,408 | $1,687+102.0% | $2,844+19.8% | $2,565+32.9% |
| Participant deferral / active EE | $5,642 | $2,842+98.5% | $4,047+39.4% | $3,952+42.7% |
| Admin fee / account holder | $21,597 | $4,557+373.9% | $6,069+255.9% | $6,261+245.0% |