Filed May 18, 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 | $20,354 | $52,519-61.2% | $155,789-86.9% | $59,633-65.9% |
| Participation rate | 43.3% | 61.7%-18.4pp | 76.1%-32.8pp | 68.7%-25.3pp |
| Annual return | -1.28% | 53.51%-54.8pp | 71.54%-72.8pp | 2041.45%-2042.7pp |
| Employer contribution / active EE | $592 | $1,589-62.7% | $3,839-84.6% | $2,203-73.1% |
| Participant deferral / active EE | $1,277 | $3,084-58.6% | $4,798-73.4% | $3,192-60.0% |
| Admin fee / account holder | $2,159 | $3,540-39.0% | $7,477-71.1% | $4,297-49.8% |