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 | $50,169 | $85,169-41.1% | $172,755-71.0% | $72,983-31.3% |
| Participation rate | 53.4% | 70.1%-16.6pp | 82.6%-29.2pp | 69.5%-16.0pp |
| Annual return | 27.02% | 27.32%-0.3pp | 802.94%-775.9pp | 81.01%-54.0pp |
| Employer contribution / active EE | $1,811 | $3,324-45.5% | $5,144-64.8% | $2,440-25.8% |
| Participant deferral / active EE | $3,310 | $3,260+1.5% | $5,198-36.3% | $3,608-8.2% |
| Admin fee / account holder | $5,891 | $5,880+0.2% | $13,955-57.8% | $5,124+15.0% |