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 | $63,845+104.2% | $81,370+60.2% | $80,959+61.1% |
| Participation rate | 42.2% | 63.9%-21.7pp | 69.5%-27.4pp | 67.7%-25.5pp |
| Annual return | 14.89% | 16.37%-1.5pp | 24.85%-10.0pp | 35.67%-20.8pp |
| Employer contribution / active EE | $1,068 | $1,980-46.1% | $2,464-56.7% | $2,757-61.3% |
| Participant deferral / active EE | $3,274 | $3,093+5.9% | $3,885-15.7% | $4,300-23.9% |
| Admin fee / account holder | $20,440 | $5,688+259.3% | $5,749+255.5% | $6,925+195.1% |