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 | $57,814 | $135,645-57.4% | $110,243-47.6% | $135,379-57.3% |
| Participation rate | 43.5% | 83.5%-40.0pp | 79.8%-36.3pp | 82.6%-39.2pp |
| Annual return | -0.05% | 513.24%-513.3pp | 314.76%-314.8pp | 519.79%-519.8pp |
| Employer contribution / active EE | $0 | $4,907-100.0% | $3,827-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $2,595 | $5,507-52.9% | $4,672-44.5% | $5,609-53.7% |
| Admin fee / account holder | $20,397 | $11,458+78.0% | $8,548+138.6% | $10,828+88.4% |