Filed March 4, 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 | $100,615 | $125,797-20.0% | $170,057-40.8% | $75,177+33.8% |
| Participation rate | 62.8% | 83.6%-20.8pp | 87.0%-24.2pp | 67.2%-4.4pp |
| Annual return | 19.12% | 27.20%-8.1pp | 53.42%-34.3pp | 160.75%-141.6pp |
| Employer contribution / active EE | $3,776 | $4,616-18.2% | $6,790-44.4% | $2,671+41.4% |
| Participant deferral / active EE | $7,941 | $6,838+16.1% | $10,411-23.7% | $4,126+92.4% |
| Admin fee / account holder | $16,376 | $8,177+100.3% | $12,826+27.7% | $5,651+189.8% |