Filed January 13, 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 | $63,879 | $51,606+23.8% | $129,339-50.6% | $80,911-21.1% |
| Participation rate | 12.3% | 57.0%-44.7pp | 69.6%-57.4pp | 67.6%-55.4pp |
| Annual return | 12.20% | 20.76%-8.6pp | 9437.05%-9424.9pp | 35.63%-23.4pp |
| Employer contribution / active EE | $0 | $1,582-100.0% | $4,154-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $1,054 | $2,669-60.5% | $4,170-74.7% | $4,297-75.5% |
| Admin fee / account holder | $4,420 | $4,310+2.5% | $7,668-42.4% | $6,935-36.3% |