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 | $18,544 | $65,395-71.6% | $182,531-89.8% | $72,983-74.6% |
| Participation rate | 64.9% | 65.4%-0.6pp | 78.0%-13.1pp | 69.5%-4.6pp |
| Annual return | 26.87% | 27.68%-0.8pp | 148.57%-121.7pp | 81.01%-54.1pp |
| Employer contribution / active EE | $1,440 | $1,911-24.7% | $4,075-64.7% | $2,440-41.0% |
| Participant deferral / active EE | $2,453 | $3,563-31.1% | $5,525-55.6% | $3,608-32.0% |
| Admin fee / account holder | $743 | $4,245-82.5% | $8,593-91.3% | $5,124-85.5% |