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 | $131,443 | $107,368+22.4% | $92,915+41.5% | $152,909-14.0% |
| Participation rate | 66.7% | 79.8%-13.1pp | 76.0%-9.3pp | 82.5%-15.8pp |
| Annual return | 32.63% | 145.64%-113.0pp | 109.45%-76.8pp | 345.46%-312.8pp |
| Employer contribution / active EE | $2,577 | $4,222-39.0% | $3,653-29.5% | $4,764-45.9% |
| Participant deferral / active EE | $3,510 | $4,848-27.6% | $4,238-17.2% | $5,851-40.0% |
| Admin fee / account holder | $1,994 | $7,082-71.8% | $5,796-65.6% | $11,601-82.8% |