Filed January 20, 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 | $55,216 | $60,119-8.2% | $90,430-38.9% | $79,858-30.9% |
| Participation rate | 58.1% | 65.0%-6.9pp | 72.7%-14.6pp | 69.6%-11.6pp |
| Annual return | 16.61% | 71.94%-55.3pp | 1293.73%-1277.1pp | 31.72%-15.1pp |
| Employer contribution / active EE | $1,458 | $2,068-29.5% | $3,262-55.3% | $2,471-41.0% |
| Participant deferral / active EE | $2,725 | $2,938-7.3% | $3,963-31.2% | $3,740-27.2% |
| Admin fee / account holder | $937 | $3,976-76.4% | $5,613-83.3% | $5,306-82.3% |