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 | $51,569 | $53,128-2.9% | $86,581-40.4% | $70,124-26.5% |
| Participation rate | 50.6% | 65.3%-14.7pp | 73.5%-23.0pp | 69.5%-19.0pp |
| Annual return | 16.96% | 27.66%-10.7pp | 965.06%-948.1pp | 73.14%-56.2pp |
| Employer contribution / active EE | $448 | $2,068-78.3% | $2,840-84.2% | $2,342-80.9% |
| Participant deferral / active EE | $1,757 | $2,695-34.8% | $3,609-51.3% | $3,332-47.3% |
| Admin fee / account holder | $1,450 | $3,584-59.5% | $4,904-70.4% | $4,645-68.8% |