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 | $132,627 | $57,065+132.4% | $75,670+75.3% | $70,131+89.1% |
| Participation rate | 46.7% | 68.1%-21.4pp | 72.3%-25.7pp | 69.5%-22.9pp |
| Annual return | 24.87% | 23.57%+1.3pp | 27.34%-2.5pp | 73.14%-48.3pp |
| Employer contribution / active EE | $1,117 | $1,817-38.5% | $2,352-52.5% | $2,342-52.3% |
| Participant deferral / active EE | $2,350 | $2,580-8.9% | $3,142-25.2% | $3,332-29.5% |
| Admin fee / account holder | $7,021 | $3,825+83.6% | $5,800+21.1% | $4,645+51.1% |