Filed September 27, 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 | $201,322 | $93,617+115.0% | $135,982+48.1% | $75,177+167.8% |
| Participation rate | 60.3% | 75.2%-14.9pp | 81.9%-21.6pp | 67.2%-6.9pp |
| Annual return | 26.65% | 30.89%-4.2pp | 68.32%-41.7pp | 160.75%-134.1pp |
| Employer contribution / active EE | $2,677 | $3,538-24.3% | $4,859-44.9% | $2,671+0.2% |
| Participant deferral / active EE | $6,833 | $6,406+6.7% | $7,760-11.9% | $4,126+65.6% |
| Admin fee / account holder | $5,887 | $6,980-15.7% | $10,767-45.3% | $5,651+4.2% |