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 | $53,535 | $135,956-60.6% | $123,894-56.8% | $273,972-80.5% |
| Participation rate | 58.8% | 84.1%-25.2pp | 81.4%-22.6pp | 83.0%-24.2pp |
| Annual return | 6.79% | 56.63%-49.8pp | 47.52%-40.7pp | 41.46%-34.7pp |
| Employer contribution / active EE | $1,016 | $5,170-80.4% | $4,617-78.0% | $4,869-79.1% |
| Participant deferral / active EE | $3,694 | $6,343-41.8% | $5,984-38.3% | $5,287-30.1% |
| Admin fee / account holder | $9,088 | $9,817-7.4% | $8,357+8.7% | $10,133-10.3% |