Filed June 1, 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 | $49,162 | $73,532-33.1% | $178,540-72.5% | $74,459-34.0% |
| Participation rate | 65.7% | 66.6%-0.9pp | 77.1%-11.4pp | 67.2%-1.5pp |
| Annual return | 19.20% | 17.51%+1.7pp | 27.15%-8.0pp | 1369.70%-1350.5pp |
| Employer contribution / active EE | $1,959 | $2,221-11.8% | $3,953-50.4% | $2,626-25.4% |
| Participant deferral / active EE | $3,675 | $4,519-18.7% | $6,281-41.5% | $4,350-15.5% |
| Admin fee / account holder | $1,370 | $1,813-24.4% | $10,424-86.9% | $1,945-29.5% |