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 | $74,094 | $91,559-19.1% | $133,971-44.7% | $79,852-7.2% |
| Participation rate | 46.2% | 73.3%-27.2pp | 79.8%-33.7pp | 69.6%-23.5pp |
| Annual return | 10.64% | 61.85%-51.2pp | 45.09%-34.5pp | 31.72%-21.1pp |
| Employer contribution / active EE | $0 | $2,384-100.0% | $3,919-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $2,568 | $3,734-31.2% | $5,047-49.1% | $3,740-31.3% |
| Admin fee / account holder | $649 | $6,321-89.7% | $8,929-92.7% | $5,306-87.8% |