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 | $93,345 | $54,355+71.7% | $82,744+12.8% | $68,486+36.3% |
| Participation rate | 25.0% | 63.9%-38.9pp | 72.6%-47.6pp | 67.9%-42.9pp |
| Annual return | -18.10% | -13.67%-4.4pp | 702.22%-720.3pp | -7.85%-10.2pp |
| Employer contribution / active EE | $1,000 | $2,219-54.9% | $3,008-66.7% | $2,597-61.5% |
| Participant deferral / active EE | $1,734 | $3,246-46.6% | $4,395-60.5% | $4,028-56.9% |
| Admin fee / account holder | $1,077 | $4,397-75.5% | $5,325-79.8% | $5,404-80.1% |