Filed March 29, 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 | $55,527 | $54,380+2.1% | $68,509-18.9% | $59,633-6.9% |
| Participation rate | 33.3% | 70.2%-36.9pp | 74.7%-41.4pp | 68.7%-35.3pp |
| Annual return | -0.89% | 2.83%-3.7pp | 8.27%-9.2pp | 2041.45%-2042.3pp |
| Employer contribution / active EE | $0 | $1,539-100.0% | $2,278-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $1,784 | $2,643-32.5% | $3,382-47.3% | $3,192-44.1% |
| Admin fee / account holder | $12,671 | $3,885+226.1% | $5,275+140.2% | $4,297+194.9% |