Filed June 30, 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 | $94,047 | $45,872+105.0% | $77,096+22.0% | $68,486+37.3% |
| Participation rate | 56.8% | 55.9%+0.9pp | 67.9%-11.1pp | 67.9%-11.1pp |
| Annual return | 5.06% | 1.73%+3.3pp | 42.35%-37.3pp | -7.85%+12.9pp |
| Employer contribution / active EE | $1,036 | $1,650-37.2% | $2,814-63.2% | $2,597-60.1% |
| Participant deferral / active EE | $2,046 | $2,963-30.9% | $4,429-53.8% | $4,028-49.2% |
| Admin fee / account holder | $1,302 | $3,041-57.2% | $5,428-76.0% | $5,404-75.9% |