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 | $21,041 | $48,576-56.7% | $169,452-87.6% | $56,289-62.6% |
| Participation rate | 65.0% | 65.8%-0.8pp | 77.8%-12.7pp | 69.9%-4.8pp |
| Annual return | -5.70% | -2.51%-3.2pp | 1.83%-7.5pp | -9.96%+4.3pp |
| Employer contribution / active EE | $1,437 | $1,559-7.8% | $4,157-65.4% | $2,111-31.9% |
| Participant deferral / active EE | $1,518 | $3,275-53.7% | $5,277-71.2% | $3,350-54.7% |
| Admin fee / account holder | $1,445 | $435+232.2% | $9,110-84.1% | $521+177.4% |