Filed July 9, 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 | $76,687 | $87,106-12.0% | $105,607-27.4% | $80,935-5.2% |
| Participation rate | 41.4% | 70.4%-29.1pp | 75.3%-33.9pp | 67.7%-26.3pp |
| Annual return | 10.60% | 17.01%-6.4pp | 116.11%-105.5pp | 35.66%-25.1pp |
| Employer contribution / active EE | $1,579 | $2,396-34.1% | $3,167-50.1% | $2,757-42.7% |
| Participant deferral / active EE | $2,352 | $3,986-41.0% | $5,011-53.1% | $4,299-45.3% |
| Admin fee / account holder | $28,505 | $8,447+237.5% | $10,958+160.1% | $6,924+311.7% |