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 | $141,272 | $54,162+160.8% | $68,612+105.9% | $64,173+120.1% |
| Participation rate | 50.0% | 68.1%-18.1pp | 72.2%-22.2pp | 69.6%-19.6pp |
| Annual return | -0.29% | -1.62%+1.3pp | -4.63%+4.3pp | 7.63%-7.9pp |
| Employer contribution / active EE | $1,231 | $1,846-33.3% | $2,625-53.1% | $2,381-48.3% |
| Participant deferral / active EE | $2,328 | $2,626-11.3% | $3,311-29.7% | $3,470-32.9% |
| Admin fee / account holder | $11,705 | $4,029+190.5% | $5,131+128.1% | $4,887+139.5% |