Filed April 13, 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 | $56,136 | $81,504-31.1% | $102,437-45.2% | $80,959-30.7% |
| Participation rate | 53.4% | 66.9%-13.4pp | 74.5%-21.1pp | 67.7%-14.2pp |
| Annual return | 59.07% | 25.60%+33.5pp | 24.95%+34.1pp | 35.67%+23.4pp |
| Employer contribution / active EE | $2,102 | $3,104-32.3% | $3,871-45.7% | $2,757-23.8% |
| Participant deferral / active EE | $5,246 | $3,871+35.5% | $5,060+3.7% | $4,300+22.0% |
| Admin fee / account holder | $2,347 | $6,719-65.1% | $8,388-72.0% | $6,925-66.1% |