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 | $216,751 | $63,082+243.6% | $81,716+165.2% | $79,852+171.4% |
| Participation rate | 58.7% | 67.5%-8.8pp | 72.0%-13.3pp | 69.6%-10.9pp |
| Annual return | 31.46% | 22.66%+8.8pp | 29.49%+2.0pp | 31.72%-0.3pp |
| Employer contribution / active EE | $1,354 | $1,795-24.6% | $4,310-68.6% | $2,471-45.2% |
| Participant deferral / active EE | $2,927 | $2,780+5.3% | $7,108-58.8% | $3,740-21.8% |
| Admin fee / account holder | $2,260 | $4,428-49.0% | $5,159-56.2% | $5,306-57.4% |