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 | $115,590 | $57,305+101.7% | $86,640+33.4% | $75,173+53.8% |
| Participation rate | 21.4% | 63.2%-41.8pp | 71.7%-50.3pp | 67.2%-45.8pp |
| Annual return | 20.16% | 2674.24%-2654.1pp | 592.52%-572.4pp | 160.72%-140.6pp |
| Employer contribution / active EE | $1,326 | $2,316-42.7% | $3,024-56.1% | $2,671-50.3% |
| Participant deferral / active EE | $2,322 | $3,320-30.0% | $4,438-47.7% | $4,126-43.7% |
| Admin fee / account holder | $943 | $4,116-77.1% | $5,616-83.2% | $5,651-83.3% |