Filed March 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 | $69,017 | $97,765-29.4% | $103,486-33.3% | $145,884-52.7% |
| Participation rate | 64.7% | 81.1%-16.4pp | 80.5%-15.8pp | 80.3%-15.6pp |
| Annual return | 14.30% | 25.44%-11.1pp | 23.93%-9.6pp | 551.85%-537.6pp |
| Employer contribution / active EE | $5,980 | $4,687+27.6% | $4,679+27.8% | $4,662+28.3% |
| Participant deferral / active EE | $12,428 | $6,606+88.1% | $6,628+87.5% | $6,690+85.8% |
| Admin fee / account holder | $1,001 | $12,505-92.0% | $9,354-89.3% | $13,392-92.5% |