Filed October 18, 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 | $70,814 | $83,843-15.5% | $123,973-42.9% | $65,306+8.4% |
| Participation rate | 59.0% | 56.0%+3.0pp | 76.7%-17.7pp | 57.7%+1.3pp |
| Annual return | 15.89% | 19.87%-4.0pp | 388.13%-372.2pp | 21.94%-6.1pp |
| Employer contribution / active EE | $1,905 | $2,873-33.7% | $4,126-53.8% | $1,967-3.2% |
| Participant deferral / active EE | $3,694 | $2,997+23.3% | $5,247-29.6% | $2,959+24.8% |
| Admin fee / account holder | $2,196 | $4,735-53.6% | $11,799-81.4% | $3,480-36.9% |