Filed February 22, 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 | $139,798 | $86,919+60.8% | $102,457+36.4% | $80,911+72.8% |
| Participation rate | 37.5% | 72.4%-34.9pp | 76.5%-39.0pp | 67.6%-30.1pp |
| Annual return | 13.37% | 18.90%-5.5pp | 29.41%-16.0pp | 35.63%-22.3pp |
| Employer contribution / active EE | $0 | $2,368-100.0% | $3,022-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $2,937 | $4,119-28.7% | $5,054-41.9% | $4,297-31.7% |
| Admin fee / account holder | $67,517 | $8,049+738.8% | $9,451+614.4% | $6,935+873.6% |