Filed September 14, 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 | $81,879 | $103,008-20.5% | $90,304-9.3% | $152,897-46.4% |
| Participation rate | 50.0% | 75.9%-25.9pp | 73.3%-23.3pp | 82.5%-32.5pp |
| Annual return | 22.86% | 95.22%-72.4pp | 78.13%-55.3pp | 345.43%-322.6pp |
| Employer contribution / active EE | $1,423 | $3,139-54.7% | $2,855-50.2% | $4,764-70.1% |
| Participant deferral / active EE | $2,248 | $4,281-47.5% | $3,885-42.1% | $5,851-61.6% |
| Admin fee / account holder | $2,186 | $6,175-64.6% | $5,354-59.2% | $11,599-81.2% |