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 | $93,345+125.3% | $119,126+76.5% | $87,485+140.4% |
| Participation rate | 38.1% | 68.7%-30.6pp | 75.8%-37.7pp | 68.9%-30.8pp |
| Annual return | 15.08% | 19.08%-4.0pp | 282.11%-267.0pp | 26.06%-11.0pp |
| Employer contribution / active EE | $1,079 | $3,172-66.0% | $4,034-73.2% | $2,596-58.4% |
| Participant deferral / active EE | $2,479 | $4,099-39.5% | $5,318-53.4% | $4,274-42.0% |
| Admin fee / account holder | $54,078 | $8,039+572.7% | $10,693+405.7% | $7,775+595.6% |