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 | $227,291-48.1% | $214,702-45.0% | $155,188-24.0% |
| Participation rate | 66.7% | 88.0%-21.3pp | 87.5%-20.8pp | 80.8%-14.1pp |
| Annual return | 15.01% | 60.08%-45.1pp | 54.55%-39.5pp | 148.84%-133.8pp |
| Employer contribution / active EE | $3,675 | $6,772-45.7% | $6,461-43.1% | $4,248-13.5% |
| Participant deferral / active EE | $7,582 | $9,582-20.9% | $9,147-17.1% | $6,531+16.1% |
| Admin fee / account holder | $14,653 | $20,413-28.2% | $19,830-26.1% | $14,480+1.2% |