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 | $90,170-63.4% | $150,734-78.1% | $69,733-52.7% |
| Participation rate | 36.4% | 60.2%-23.9pp | 78.4%-42.1pp | 62.5%-26.1pp |
| Annual return | 18.20% | 16.56%+1.6pp | 600.81%-582.6pp | 15.22%+3.0pp |
| Employer contribution / active EE | $1,030 | $3,428-69.9% | $4,918-79.0% | $2,250-54.2% |
| Participant deferral / active EE | $2,019 | $3,086-34.6% | $5,610-64.0% | $3,054-33.9% |
| Admin fee / account holder | $2,064 | $4,600-55.1% | $14,905-86.2% | $3,102-33.5% |