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 | $94,699-8.4% | $185,441-53.2% | $65,306+32.8% |
| Participation rate | 68.6% | 64.2%+4.4pp | 80.3%-11.7pp | 57.7%+10.9pp |
| Annual return | 21.21% | 16.71%+4.5pp | 20.16%+1.0pp | 21.94%-0.7pp |
| Employer contribution / active EE | $3,162 | $2,381+32.8% | $4,672-32.3% | $1,967+60.7% |
| Participant deferral / active EE | $5,867 | $3,568+64.4% | $6,152-4.6% | $2,959+98.2% |
| Admin fee / account holder | $11,026 | $4,797+129.8% | $17,890-38.4% | $3,480+216.9% |