Filed March 19, 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 | $86,309 | $106,864-19.2% | $147,318-41.4% | $82,637+4.4% |
| Participation rate | 69.2% | 75.5%-6.3pp | 82.1%-12.8pp | 68.1%+1.2pp |
| Annual return | 20.66% | 27.49%-6.8pp | 70.43%-49.8pp | 53.51%-32.8pp |
| Employer contribution / active EE | $1,416 | $3,417-58.5% | $4,593-69.2% | $2,552-44.5% |
| Participant deferral / active EE | $3,398 | $6,496-47.7% | $7,906-57.0% | $4,126-17.6% |
| Admin fee / account holder | $15,033 | $8,415+78.6% | $13,708+9.7% | $7,339+104.8% |