Filed March 12, 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 | $27,983 | $103,000-72.8% | $90,300-69.0% | $152,885-81.7% |
| Participation rate | 0.0% | 75.9%-75.9pp | 73.3%-73.3pp | 82.5%-82.5pp |
| Annual return | 16.54% | 95.19%-78.7pp | 78.11%-61.6pp | 345.39%-328.8pp |
| Employer contribution / active EE | $11,791 | $3,138+275.7% | $2,854+313.1% | $4,763+147.5% |
| Participant deferral / active EE | $0 | $4,281-100.0% | $3,884-100.0% | $5,851-100.0% |
| Admin fee / account holder | $2,710 | $6,173-56.1% | $5,353-49.4% | $11,598-76.6% |