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 | $30,207 | $63,346-52.3% | $92,239-67.3% | $70,124-56.9% |
| Participation rate | 41.9% | 68.7%-26.8pp | 76.5%-34.6pp | 69.5%-27.7pp |
| Annual return | 16.33% | 530.19%-513.9pp | 176.29%-160.0pp | 73.14%-56.8pp |
| Employer contribution / active EE | $2,347 | $2,471-5.0% | $3,680-36.2% | $2,342+0.2% |
| Participant deferral / active EE | $1,854 | $2,854-35.0% | $3,897-52.4% | $3,332-44.4% |
| Admin fee / account holder | $1,019 | $3,841-73.5% | $5,194-80.4% | $4,645-78.1% |