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 | $117,991 | $209,336-43.6% | $197,124-40.1% | $137,256-14.0% |
| Participation rate | 66.7% | 87.3%-20.6pp | 86.7%-20.0pp | 80.0%-13.3pp |
| Annual return | 15.01% | 48.09%-33.1pp | 44.34%-29.3pp | 220.34%-205.3pp |
| Employer contribution / active EE | $3,675 | $6,591-44.2% | $6,227-41.0% | $4,156-11.6% |
| Participant deferral / active EE | $7,582 | $9,614-21.1% | $9,135-17.0% | $6,407+18.3% |
| Admin fee / account holder | $14,653 | $17,308-15.3% | $16,298-10.1% | $12,270+19.4% |