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 | $30,715 | $53,841-43.0% | $75,731-59.4% | $85,851-64.2% |
| Participation rate | 53.8% | 69.0%-15.2pp | 74.8%-21.0pp | 69.3%-15.5pp |
| Annual return | 26.78% | 24.54%+2.2pp | 104.65%-77.9pp | 318.63%-291.9pp |
| Employer contribution / active EE | $1,099 | $2,017-45.5% | $2,743-59.9% | $2,565-57.2% |
| Participant deferral / active EE | $1,288 | $2,895-55.5% | $3,820-66.3% | $3,952-67.4% |
| Admin fee / account holder | $1,141 | $3,340-65.9% | $3,620-68.5% | $6,261-81.8% |