Filed March 10, 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.)
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $672,870 | $88,754+658.1% | $81,820+722.4% | $145,877+361.3% |
| Participation rate | 66.7% | 75.1%-8.4pp | 72.4%-5.7pp | 80.3%-13.6pp |
| Annual return | 13.94% | 1031.77%-1017.8pp | 777.93%-764.0pp | 551.28%-537.3pp |
| Employer contribution / active EE | $7,005 | $3,085+127.0% | $2,915+140.3% | $4,663+50.2% |
| Participant deferral / active EE | $13,545 | $4,648+191.4% | $4,323+213.3% | $6,691+102.4% |
| Admin fee / account holder | $105,687 | $8,424+1154.7% | $7,391+1330.0% | $13,402+688.6% |