Filed January 7, 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.)
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $108,815 | $159,978-32.0% | $147,041-26.0% | $145,978-25.5% |
| Participation rate | 0.0% | 84.0%-84.0pp | 82.2%-82.2pp | 80.3%-80.3pp |
| Annual return | 12.08% | 98.36%-86.3pp | 419.21%-407.1pp | 550.52%-538.4pp |
| Employer contribution / active EE | $62,955 | $5,288+1090.5% | $4,935+1175.7% | $4,662+1250.4% |
| Participant deferral / active EE | $157,774 | $8,429+1771.9% | $8,071+1854.8% | $6,690+2258.5% |
| Admin fee / account holder | $68,511 | $15,053+355.1% | $13,006+426.8% | $13,400+411.3% |