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 | $142,870 | $81,504+75.3% | $102,437+39.5% | $80,959+76.5% |
| Participation rate | 62.7% | 66.9%-4.2pp | 74.5%-11.8pp | 67.7%-5.0pp |
| Annual return | 0.00% | 25.60%-25.6pp | 24.95%-24.9pp | 35.67%-35.7pp |
| Employer contribution / active EE | $2,898 | $3,104-6.6% | $3,871-25.1% | $2,757+5.1% |
| Participant deferral / active EE | $6,296 | $3,871+62.7% | $5,060+24.4% | $4,300+46.4% |
| Admin fee / account holder | $3,822 | $6,719-43.1% | $8,388-54.4% | $6,925-44.8% |