Filed February 18, 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 | $35,655 | $45,566-21.8% | $64,105-44.4% | $59,633-40.2% |
| Participation rate | 62.9% | 60.2%+2.7pp | 68.2%-5.3pp | 68.7%-5.8pp |
| Annual return | -1.89% | 4.95%-6.8pp | 791.24%-793.1pp | 2041.45%-2043.3pp |
| Employer contribution / active EE | $223 | $934-76.1% | $1,820-87.7% | $2,203-89.9% |
| Participant deferral / active EE | $3,290 | $2,057+60.0% | $2,822+16.6% | $3,192+3.1% |
| Admin fee / account holder | $967 | $3,268-70.4% | $4,499-78.5% | $4,297-77.5% |