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 | $38,890 | $73,988-47.4% | $96,538-59.7% | $75,177-48.3% |
| Participation rate | 52.9% | 66.4%-13.5pp | 74.3%-21.4pp | 67.2%-14.3pp |
| Annual return | 45.29% | 26.73%+18.6pp | 35.74%+9.5pp | 160.75%-115.5pp |
| Employer contribution / active EE | $2,262 | $2,930-22.8% | $3,740-39.5% | $2,671-15.3% |
| Participant deferral / active EE | $5,897 | $3,660+61.1% | $4,880+20.8% | $4,126+42.9% |
| Admin fee / account holder | $952 | $5,220-81.8% | $6,737-85.9% | $5,651-83.2% |