Filed February 3, 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 | $73,940 | $99,345-25.6% | $84,753-12.8% | $273,972-73.0% |
| Participation rate | 66.7% | 80.7%-14.0pp | 76.6%-9.9pp | 83.0%-16.3pp |
| Annual return | 7.00% | 22.93%-15.9pp | 22.78%-15.8pp | 41.46%-34.5pp |
| Employer contribution / active EE | $2,250 | $4,214-46.6% | $3,574-37.0% | $4,869-53.8% |
| Participant deferral / active EE | $3,429 | $4,270-19.7% | $3,712-7.6% | $5,287-35.1% |
| Admin fee / account holder | $3,391 | $6,645-49.0% | $5,333-36.4% | $10,133-66.5% |