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 | $133,764 | $102,429+30.6% | $147,096-9.1% | $80,925+65.3% |
| Participation rate | 44.7% | 75.9%-31.2pp | 82.2%-37.5pp | 67.7%-23.0pp |
| Annual return | 16.60% | 135.02%-118.4pp | 419.75%-403.1pp | 35.65%-19.0pp |
| Employer contribution / active EE | $0 | $3,716-100.0% | $4,936-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $8,669 | $6,649+30.4% | $8,071+7.4% | $4,299+101.7% |
| Admin fee / account holder | $9,510 | $7,957+19.5% | $13,005-26.9% | $6,940+37.0% |