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 | $50,554+190.7% | $67,681+117.1% | $87,485+68.0% |
| Participation rate | 33.3% | 67.7%-34.4pp | 73.7%-40.4pp | 68.9%-35.6pp |
| Annual return | 22.49% | 17.81%+4.7pp | 590.58%-568.1pp | 26.06%-3.6pp |
| Employer contribution / active EE | $2,306 | $1,988+16.0% | $2,678-13.9% | $2,596-11.2% |
| Participant deferral / active EE | $3,770 | $2,961+27.3% | $3,976-5.2% | $4,274-11.8% |
| Admin fee / account holder | $10,351 | $4,132+150.5% | $6,100+69.7% | $7,775+33.1% |