Filed January 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 | $92,797 | $77,788+19.3% | $119,126-22.1% | $64,728+43.4% |
| Participation rate | 12.9% | 69.4%-56.4pp | 75.8%-62.8pp | 57.9%-45.0pp |
| Annual return | 20.78% | 13.19%+7.6pp | 282.11%-261.3pp | 49.38%-28.6pp |
| Employer contribution / active EE | $839 | $4,031-79.2% | $4,034-79.2% | $2,243-62.6% |
| Participant deferral / active EE | $1,079 | $2,599-58.5% | $5,318-79.7% | $2,729-60.5% |
| Admin fee / account holder | $1,315 | $1,365-3.6% | $10,693-87.7% | $1,145+14.9% |