Filed August 9, 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 | $135,061 | $57,352+135.5% | $83,830+61.1% | $64,173+110.5% |
| Participation rate | 58.3% | 68.6%-10.3pp | 76.1%-17.8pp | 69.6%-11.2pp |
| Annual return | -5.61% | 11.38%-17.0pp | 850.97%-856.6pp | 7.63%-13.2pp |
| Employer contribution / active EE | $3,892 | $2,546+52.9% | $3,631+7.2% | $2,381+63.5% |
| Participant deferral / active EE | $9,321 | $2,993+211.4% | $4,082+128.3% | $3,470+168.6% |
| Admin fee / account holder | $8,964 | $4,046+121.5% | $5,479+63.6% | $4,887+83.4% |