Filed July 8, 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 | $64,989 | $46,732+39.1% | $156,551-58.5% | $55,167+17.8% |
| Participation rate | 26.2% | 65.8%-39.6pp | 84.0%-57.8pp | 69.0%-42.8pp |
| Annual return | 7.82% | 17.72%-9.9pp | 32.23%-24.4pp | 169.23%-161.4pp |
| Employer contribution / active EE | $0 | $2,105-100.0% | $5,501-100.0% | $1,963-100.0% |
| Participant deferral / active EE | $1,001 | $2,204-54.6% | $4,871-79.4% | $3,054-67.2% |
| Admin fee / account holder | $8,900 | $418+2027.2% | $13,028-31.7% | $504+1666.2% |