Filed March 1, 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 | $32,975 | $80,674-59.1% | $119,126-72.3% | $64,340-48.7% |
| Participation rate | 36.4% | 55.2%-18.8pp | 75.8%-39.4pp | 55.2%-18.9pp |
| Annual return | 18.20% | 26.86%-8.7pp | 282.11%-263.9pp | 24.14%-5.9pp |
| Employer contribution / active EE | $1,030 | $2,564-59.8% | $4,034-74.5% | $1,862-44.6% |
| Participant deferral / active EE | $2,019 | $3,053-33.9% | $5,318-62.0% | $2,980-32.2% |
| Admin fee / account holder | $2,064 | $4,559-54.7% | $10,693-80.7% | $3,703-44.2% |