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 | $118,346 | $48,274+145.2% | $63,244+87.1% | $59,633+98.5% |
| Participation rate | 63.6% | 66.3%-2.7pp | 71.0%-7.4pp | 68.7%-5.0pp |
| Annual return | 2.60% | -240.79%+243.4pp | -70.31%+72.9pp | 2041.45%-2038.9pp |
| Employer contribution / active EE | $1,456 | $1,586-8.2% | $2,322-37.3% | $2,203-33.9% |
| Participant deferral / active EE | $3,882 | $2,343+65.7% | $2,953+31.4% | $3,192+21.6% |
| Admin fee / account holder | $3,394 | $3,600-5.7% | $5,893-42.4% | $4,297-21.0% |