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 | $83,369-15.1% | $105,223-32.7% | $67,986+4.2% |
| Participation rate | 59.0% | 56.3%+2.7pp | 75.0%-16.0pp | 57.2%+1.8pp |
| Annual return | 15.89% | 24.64%-8.8pp | 180.65%-164.8pp | 31.67%-15.8pp |
| Employer contribution / active EE | $1,905 | $2,541-25.0% | $3,689-48.4% | $2,019-5.6% |
| Participant deferral / active EE | $3,694 | $3,295+12.1% | $5,072-27.2% | $3,358+10.0% |
| Admin fee / account holder | $2,196 | $4,073-46.1% | $8,859-75.2% | $3,203-31.4% |