Filed March 26, 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 | $89,384 | $125,797-28.9% | $170,043-47.4% | $75,173+18.9% |
| Participation rate | 56.9% | 83.6%-26.7pp | 87.0%-30.1pp | 67.2%-10.3pp |
| Annual return | 14.79% | 27.20%-12.4pp | 53.40%-38.6pp | 160.72%-145.9pp |
| Employer contribution / active EE | $4,325 | $4,616-6.3% | $6,790-36.3% | $2,671+61.9% |
| Participant deferral / active EE | $3,553 | $6,838-48.0% | $10,410-65.9% | $4,126-13.9% |
| Admin fee / account holder | $27,210 | $8,177+232.8% | $12,824+112.2% | $5,651+381.5% |