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 | $128,163 | $80,985+58.3% | $96,576+32.7% | $75,181+70.5% |
| Participation rate | 40.0% | 71.8%-31.8pp | 76.0%-36.0pp | 67.2%-27.2pp |
| Annual return | 19.41% | 27.05%-7.6pp | 25.87%-6.5pp | 160.69%-141.3pp |
| Employer contribution / active EE | $0 | $2,282-100.0% | $2,965-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $2,139 | $3,929-45.6% | $4,851-55.9% | $4,126-48.2% |
| Admin fee / account holder | $3,392 | $6,719-49.5% | $8,253-58.9% | $5,650-40.0% |