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 | $89,764 | $95,959-6.5% | $97,411-7.9% | $138,895-35.4% |
| Participation rate | 64.3% | 81.8%-17.6pp | 80.4%-16.1pp | 79.9%-15.6pp |
| Annual return | 17.71% | 29.30%-11.6pp | 34.72%-17.0pp | 145.39%-127.7pp |
| Employer contribution / active EE | $8,911 | $4,278+108.3% | $4,210+111.7% | $4,194+112.5% |
| Participant deferral / active EE | $17,054 | $5,876+190.2% | $5,886+189.8% | $6,396+166.6% |
| Admin fee / account holder | $18,838 | $7,555+149.3% | $7,145+163.7% | $12,562+50.0% |