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 | $27,872 | $51,184-45.5% | $66,439-58.0% | $86,983-68.0% |
| Participation rate | 51.5% | 68.5%-17.0pp | 74.5%-23.0pp | 69.5%-18.0pp |
| Annual return | 20.25% | 17.07%+3.2pp | 757.66%-737.4pp | 25.83%-5.6pp |
| Employer contribution / active EE | $1,807 | $2,023-10.7% | $2,637-31.5% | $2,584-30.1% |
| Participant deferral / active EE | $2,669 | $2,927-8.8% | $3,876-31.1% | $4,194-36.4% |
| Admin fee / account holder | $765 | $4,154-81.6% | $6,173-87.6% | $7,856-90.3% |