Filed January 29, 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 | $19,171 | $38,967-50.8% | $86,233-77.8% | $79,634-75.9% |
| Participation rate | 8.8% | 34.1%-25.3pp | 69.0%-60.2pp | 62.5%-53.7pp |
| Annual return | 17.75% | 49.90%-32.2pp | 61.39%-43.6pp | 36.46%-18.7pp |
| Employer contribution / active EE | $209 | $868-76.0% | $2,504-91.7% | $2,529-91.7% |
| Participant deferral / active EE | $291 | $1,663-82.5% | $4,559-93.6% | $3,835-92.4% |
| Admin fee / account holder | $2,542 | $2,660-4.5% | $8,342-69.5% | $1,002+153.7% |