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 | $36,595-47.6% | $88,179-78.3% | $71,012-73.0% |
| Participation rate | 8.8% | 29.2%-20.4pp | 69.1%-60.3pp | 58.6%-49.7pp |
| Annual return | 17.75% | 61.46%-43.7pp | 64.97%-47.2pp | 37.67%-19.9pp |
| Employer contribution / active EE | $209 | $787-73.5% | $2,549-91.8% | $2,348-91.1% |
| Participant deferral / active EE | $291 | $1,195-75.6% | $4,614-93.7% | $3,246-91.0% |
| Admin fee / account holder | $2,542 | $2,755-7.7% | $7,673-66.9% | $1,167+117.8% |