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 | $50,831 | $70,684-28.1% | $169,390-70.0% | $75,173-32.4% |
| Participation rate | 63.8% | 64.8%-1.0pp | 77.2%-13.3pp | 67.2%-3.4pp |
| Annual return | 15.33% | 36.38%-21.1pp | 406.07%-390.7pp | 160.72%-145.4pp |
| Employer contribution / active EE | $1,377 | $2,211-37.7% | $4,013-65.7% | $2,671-48.5% |
| Participant deferral / active EE | $2,852 | $4,310-33.8% | $6,222-54.2% | $4,126-30.9% |
| Admin fee / account holder | $1,414 | $5,404-73.8% | $9,015-84.3% | $5,651-75.0% |