Filed June 25, 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 | $47,501 | $48,078-1.2% | $78,676-39.6% | $62,881-24.5% |
| Participation rate | 49.4% | 65.2%-15.9pp | 73.6%-24.2pp | 69.3%-20.0pp |
| Annual return | 9.53% | 31.36%-21.8pp | 62.19%-52.7pp | 20.14%-10.6pp |
| Employer contribution / active EE | $456 | $2,015-77.4% | $2,850-84.0% | $2,281-80.0% |
| Participant deferral / active EE | $2,064 | $2,587-20.2% | $3,517-41.3% | $3,203-35.5% |
| Admin fee / account holder | $2,329 | $3,206-27.4% | $4,510-48.4% | $4,296-45.8% |