Filed March 23, 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 | $104,552 | $146,267-28.5% | $197,124-47.0% | $82,448+26.8% |
| Participation rate | 69.0% | 84.0%-15.1pp | 86.7%-17.7pp | 68.1%+0.9pp |
| Annual return | 17.38% | 29.61%-12.2pp | 44.34%-27.0pp | 41.64%-24.3pp |
| Employer contribution / active EE | $2,062 | $4,723-56.3% | $6,227-66.9% | $2,551-19.1% |
| Participant deferral / active EE | $4,768 | $7,035-32.2% | $9,135-47.8% | $4,139+15.2% |
| Admin fee / account holder | $1,229 | $14,422-91.5% | $16,298-92.5% | $7,234-83.0% |