Filed April 7, 2022
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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $104,780 | $93,598+11.9% | $135,974-22.9% | $75,173+39.4% |
| Participation rate | 47.1% | 75.2%-28.1pp | 81.9%-34.9pp | 67.2%-20.1pp |
| Annual return | 18.05% | 30.89%-12.8pp | 68.30%-50.3pp | 160.72%-142.7pp |
| Employer contribution / active EE | $0 | $3,538-100.0% | $4,859-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $8,055 | $6,405+25.7% | $7,760+3.8% | $4,126+95.2% |
| Admin fee / account holder | $3,364 | $6,978-51.8% | $10,767-68.8% | $5,651-40.5% |