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 | $28,038 | $56,918-50.7% | $182,558-84.6% | $65,186-57.0% |
| Participation rate | 68.1% | 66.5%+1.7pp | 78.0%-9.8pp | 70.2%-2.1pp |
| Annual return | 31.63% | 27.67%+4.0pp | 148.59%-117.0pp | 29.39%+2.2pp |
| Employer contribution / active EE | $1,462 | $1,615-9.4% | $4,076-64.1% | $2,177-32.8% |
| Participant deferral / active EE | $1,631 | $3,526-53.7% | $5,526-70.5% | $3,514-53.6% |
| Admin fee / account holder | $2,017 | $531+279.8% | $8,594-76.5% | $847+138.1% |