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 | $26,767 | $49,255-45.7% | $70,494-62.0% | $79,856-66.5% |
| Participation rate | 57.7% | 69.2%-11.5pp | 75.1%-17.4pp | 69.6%-11.9pp |
| Annual return | 15.20% | 30.10%-14.9pp | 109.16%-94.0pp | 31.71%-16.5pp |
| Employer contribution / active EE | $1,047 | $2,100-50.1% | $2,738-61.8% | $2,471-57.6% |
| Participant deferral / active EE | $1,278 | $2,768-53.8% | $3,711-65.6% | $3,741-65.8% |
| Admin fee / account holder | $1,672 | $2,879-41.9% | $3,848-56.5% | $5,306-68.5% |