Filed June 7, 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 | $154,058 | $93,345+65.0% | $119,126+29.3% | $87,485+76.1% |
| Participation rate | 68.3% | 68.7%-0.4pp | 75.8%-7.5pp | 68.9%-0.6pp |
| Annual return | 16.88% | 19.08%-2.2pp | 282.11%-265.2pp | 26.06%-9.2pp |
| Employer contribution / active EE | $2,971 | $3,172-6.3% | $4,034-26.3% | $2,596+14.4% |
| Participant deferral / active EE | $6,206 | $4,099+51.4% | $5,318+16.7% | $4,274+45.2% |
| Admin fee / account holder | $6,609 | $8,039-17.8% | $10,693-38.2% | $7,775-15.0% |