Filed November 2, 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 | $210,310 | $88,672+137.2% | $105,223+99.9% | $82,448+155.1% |
| Participation rate | 38.1% | 67.9%-29.8pp | 75.0%-36.9pp | 68.1%-30.0pp |
| Annual return | 15.08% | 30.86%-15.8pp | 180.65%-165.6pp | 41.64%-26.6pp |
| Employer contribution / active EE | $1,079 | $3,048-64.6% | $3,689-70.7% | $2,551-57.7% |
| Participant deferral / active EE | $2,479 | $4,036-38.6% | $5,072-51.1% | $4,139-40.1% |
| Admin fee / account holder | $54,078 | $7,146+656.8% | $8,859+510.4% | $7,234+647.5% |