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 | $200,985 | $65,361+207.5% | $92,903+116.3% | $72,983+175.4% |
| Participation rate | 29.5% | 68.3%-38.8pp | 76.0%-46.5pp | 69.5%-40.0pp |
| Annual return | 23.96% | 42.11%-18.1pp | 109.43%-85.5pp | 81.01%-57.0pp |
| Employer contribution / active EE | $903 | $2,594-65.2% | $3,653-75.3% | $2,440-63.0% |
| Participant deferral / active EE | $1,961 | $3,128-37.3% | $4,238-53.7% | $3,608-45.7% |
| Admin fee / account holder | $9,393 | $4,251+121.0% | $5,795+62.1% | $5,124+83.3% |