Filed May 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 | $127,328 | $166,242-23.4% | $165,071-22.9% | $145,884-12.7% |
| Participation rate | 54.5% | 82.0%-27.5pp | 78.6%-24.1pp | 80.3%-25.8pp |
| Annual return | 19.54% | 100.44%-80.9pp | 70.17%-50.6pp | 551.85%-532.3pp |
| Employer contribution / active EE | $2,906 | $5,283-45.0% | $4,347-33.2% | $4,662-37.7% |
| Participant deferral / active EE | $3,937 | $6,964-43.5% | $6,035-34.8% | $6,690-41.1% |
| Admin fee / account holder | $28,140 | $16,658+68.9% | $12,695+121.7% | $13,392+110.1% |