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 | $29,599 | $100,911-70.7% | $90,440-67.3% | $158,966-81.4% |
| Participation rate | 16.7% | 75.0%-58.4pp | 72.7%-56.0pp | 82.0%-65.3pp |
| Annual return | 13.29% | 1726.62%-1713.3pp | 1294.38%-1281.1pp | 302.95%-289.7pp |
| Employer contribution / active EE | $10,294 | $3,690+179.0% | $3,263+215.5% | $4,762+116.2% |
| Participant deferral / active EE | $0 | $4,348-100.0% | $3,964-100.0% | $5,983-100.0% |
| Admin fee / account holder | $6,491 | $6,507-0.3% | $5,615+15.6% | $11,250-42.3% |