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 | $156,202 | $58,391+167.5% | $76,657+103.8% | $72,975+114.0% |
| Participation rate | 45.0% | 67.4%-22.4pp | 72.1%-27.1pp | 69.5%-24.5pp |
| Annual return | 22.81% | 2306.65%-2283.8pp | 1166.74%-1143.9pp | 81.01%-58.2pp |
| Employer contribution / active EE | $938 | $1,787-47.5% | $2,303-59.3% | $2,440-61.6% |
| Participant deferral / active EE | $1,702 | $2,690-36.7% | $3,335-49.0% | $3,608-52.8% |
| Admin fee / account holder | $5,796 | $4,014+44.4% | $6,423-9.8% | $5,124+13.1% |