Filed September 30, 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 | $28,465 | $69,541-59.1% | $59,899-52.5% | $135,380-79.0% |
| Participation rate | 63.6% | 77.8%-14.2pp | 74.7%-11.1pp | 82.6%-19.0pp |
| Annual return | 18.02% | 7.95%+10.1pp | 3.46%+14.6pp | 519.81%-501.8pp |
| Employer contribution / active EE | $1,953 | $3,236-39.7% | $2,723-28.3% | $4,779-59.1% |
| Participant deferral / active EE | $2,385 | $4,206-43.3% | $3,402-29.9% | $5,609-57.5% |
| Admin fee / account holder | $4,026 | $5,737-29.8% | $3,592+12.1% | $10,828-62.8% |