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 | $43,665 | $84,236-48.2% | $170,435-74.4% | $70,126-37.7% |
| Participation rate | 60.9% | 70.8%-10.0pp | 83.6%-22.7pp | 69.5%-8.7pp |
| Annual return | 19.54% | 23.06%-3.5pp | 205.94%-186.4pp | 73.15%-53.6pp |
| Employer contribution / active EE | $2,094 | $3,387-38.2% | $5,432-61.5% | $2,343-10.6% |
| Participant deferral / active EE | $3,055 | $3,086-1.0% | $4,939-38.2% | $3,332-8.3% |
| Admin fee / account holder | $4,672 | $5,698-18.0% | $13,881-66.3% | $4,645+0.6% |