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 | $130,393 | $64,517+102.1% | $81,438+60.1% | $80,874+61.2% |
| Participation rate | 42.2% | 63.9%-21.7pp | 69.5%-27.3pp | 67.6%-25.5pp |
| Annual return | 14.89% | 16.35%-1.5pp | 24.74%-9.9pp | 35.62%-20.7pp |
| Employer contribution / active EE | $1,068 | $1,982-46.1% | $2,460-56.6% | $2,756-61.3% |
| Participant deferral / active EE | $3,274 | $3,096+5.8% | $3,883-15.7% | $4,297-23.8% |
| Admin fee / account holder | $20,440 | $5,677+260.0% | $5,764+254.6% | $6,935+194.7% |