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 | $88,672+73.7% | $105,223+46.4% | $82,448+86.9% |
| Participation rate | 68.3% | 67.9%+0.4pp | 75.0%-6.8pp | 68.1%+0.2pp |
| Annual return | 16.88% | 30.86%-14.0pp | 180.65%-163.8pp | 41.64%-24.8pp |
| Employer contribution / active EE | $2,971 | $3,048-2.5% | $3,689-19.5% | $2,551+16.5% |
| Participant deferral / active EE | $6,206 | $4,036+53.8% | $5,072+22.4% | $4,139+49.9% |
| Admin fee / account holder | $6,609 | $7,146-7.5% | $8,859-25.4% | $7,234-8.6% |