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 | $80,332-11.8% | $107,187-33.9% | $64,097+10.5% |
| Participation rate | 59.0% | 54.4%+4.6pp | 75.0%-16.0pp | 55.2%+3.8pp |
| Annual return | 15.89% | 24.26%-8.4pp | 204.55%-188.7pp | 34.64%-18.8pp |
| Employer contribution / active EE | $1,905 | $2,501-23.8% | $3,782-49.6% | $1,891+0.7% |
| Participant deferral / active EE | $3,694 | $3,109+18.8% | $5,096-27.5% | $3,080+19.9% |
| Admin fee / account holder | $2,196 | $4,314-49.1% | $9,162-76.0% | $3,454-36.4% |