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 | $92,798-3.3% | $96,707-7.2% | $137,256-34.6% |
| Participation rate | 64.3% | 81.6%-17.4pp | 80.4%-16.1pp | 80.0%-15.7pp |
| Annual return | 17.71% | 31.24%-13.5pp | 34.78%-17.1pp | 220.34%-202.6pp |
| Employer contribution / active EE | $8,911 | $4,147+114.9% | $4,191+112.6% | $4,156+114.4% |
| Participant deferral / active EE | $17,054 | $5,877+190.2% | $5,997+184.4% | $6,407+166.2% |
| Admin fee / account holder | $18,838 | $7,946+137.1% | $7,503+151.1% | $12,270+53.5% |