Filed April 7, 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 | $42,570 | $183,516-76.8% | $155,534-72.6% | $145,884-70.8% |
| Participation rate | 57.9% | 82.7%-24.8pp | 78.2%-20.3pp | 80.3%-22.4pp |
| Annual return | 18.61% | 61.43%-42.8pp | 64.92%-46.3pp | 551.85%-533.2pp |
| Employer contribution / active EE | $2,293 | $5,315-56.9% | $4,675-51.0% | $4,662-50.8% |
| Participant deferral / active EE | $4,297 | $6,467-33.6% | $5,630-23.7% | $6,690-35.8% |
| Admin fee / account holder | $10,628 | $19,293-44.9% | $15,900-33.2% | $13,392-20.6% |