Filed August 10, 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 | $84,417 | $86,940-2.9% | $102,434-17.6% | $80,935+4.3% |
| Participation rate | 63.3% | 72.4%-9.1pp | 76.5%-13.2pp | 67.7%-4.3pp |
| Annual return | 13.95% | 18.89%-4.9pp | 29.46%-15.5pp | 35.66%-21.7pp |
| Employer contribution / active EE | $1,684 | $2,370-28.9% | $3,023-44.3% | $2,757-38.9% |
| Participant deferral / active EE | $2,743 | $4,121-33.4% | $5,055-45.7% | $4,299-36.2% |
| Admin fee / account holder | $10,107 | $8,047+25.6% | $9,462+6.8% | $6,924+46.0% |