Filed May 3, 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 | $57,551 | $67,411-14.6% | $91,004-36.8% | $70,126-17.9% |
| Participation rate | 68.4% | 71.4%-2.9pp | 75.6%-7.2pp | 69.5%-1.1pp |
| Annual return | 20.86% | -40.16%+61.0pp | 4.60%+16.3pp | 73.15%-52.3pp |
| Employer contribution / active EE | $2,013 | $1,786+12.7% | $2,456-18.0% | $2,343-14.1% |
| Participant deferral / active EE | $4,140 | $2,823+46.7% | $3,548+16.7% | $3,332+24.3% |
| Admin fee / account holder | $925 | $4,236-78.2% | $5,417-82.9% | $4,645-80.1% |