Filed February 12, 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 | $69,419 | $80,332-13.6% | $107,187-35.2% | $64,097+8.3% |
| Participation rate | 56.2% | 54.4%+1.8pp | 75.0%-18.8pp | 55.2%+1.0pp |
| Annual return | 21.01% | 24.26%-3.2pp | 204.55%-183.5pp | 34.64%-13.6pp |
| Employer contribution / active EE | $2,825 | $2,501+12.9% | $3,782-25.3% | $1,891+49.3% |
| Participant deferral / active EE | $5,439 | $3,109+75.0% | $5,096+6.7% | $3,080+76.6% |
| Admin fee / account holder | $2,072 | $4,314-52.0% | $9,162-77.4% | $3,454-40.0% |