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 | $73,459-33.1% | $178,528-72.5% | $74,429-33.9% |
| Participation rate | 65.7% | 66.5%-0.8pp | 77.1%-11.4pp | 67.2%-1.5pp |
| Annual return | 19.20% | 17.50%+1.7pp | 27.11%-7.9pp | 1368.38%-1349.2pp |
| Employer contribution / active EE | $1,959 | $2,219-11.7% | $3,950-50.4% | $2,625-25.3% |
| Participant deferral / active EE | $3,675 | $4,515-18.6% | $6,278-41.5% | $4,348-15.5% |
| Admin fee / account holder | $1,370 | $1,812-24.4% | $10,419-86.8% | $1,944-29.5% |