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 | $115,970 | $59,123+96.1% | $77,183+50.3% | $75,181+54.3% |
| Participation rate | 43.3% | 63.9%-20.6pp | 69.6%-26.3pp | 67.2%-23.9pp |
| Annual return | 21.27% | 26.72%-5.4pp | 37.89%-16.6pp | 160.69%-139.4pp |
| Employer contribution / active EE | $1,423 | $1,996-28.7% | $2,534-43.8% | $2,671-46.7% |
| Participant deferral / active EE | $3,453 | $2,999+15.1% | $3,833-9.9% | $4,126-16.3% |
| Admin fee / account holder | $9,518 | $4,776+99.3% | $5,475+73.8% | $5,650+68.5% |