Filed June 11, 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 | $86,758 | $95,904-9.5% | $173,730-50.1% | $64,340+34.8% |
| Participation rate | 68.6% | 60.6%+8.0pp | 79.6%-11.0pp | 55.2%+13.3pp |
| Annual return | 21.21% | 17.47%+3.7pp | 19.96%+1.3pp | 24.14%-2.9pp |
| Employer contribution / active EE | $3,162 | $2,323+36.1% | $4,577-30.9% | $1,862+69.8% |
| Participant deferral / active EE | $5,867 | $3,488+68.2% | $6,326-7.3% | $2,980+96.9% |
| Admin fee / account holder | $11,026 | $5,089+116.7% | $17,523-37.1% | $3,703+197.8% |