Filed January 21, 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 | $146,955 | $47,479+209.5% | $62,929+133.5% | $82,448+78.2% |
| Participation rate | 33.3% | 66.9%-33.5pp | 73.1%-39.8pp | 68.1%-34.7pp |
| Annual return | 22.49% | 20.34%+2.2pp | 1063.93%-1041.4pp | 41.64%-19.1pp |
| Employer contribution / active EE | $2,306 | $1,885+22.3% | $2,505-7.9% | $2,551-9.6% |
| Participant deferral / active EE | $3,770 | $2,870+31.3% | $3,888-3.0% | $4,139-8.9% |
| Admin fee / account holder | $10,351 | $3,804+172.1% | $5,065+104.4% | $7,234+43.1% |