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 | $102,393+30.6% | $147,041-9.0% | $80,911+65.3% |
| Participation rate | 44.7% | 75.9%-31.2pp | 82.2%-37.5pp | 67.6%-23.0pp |
| Annual return | 16.60% | 134.95%-118.3pp | 419.21%-402.6pp | 35.63%-19.0pp |
| Employer contribution / active EE | $0 | $3,715-100.0% | $4,935-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $8,669 | $6,647+30.4% | $8,071+7.4% | $4,297+101.7% |
| Admin fee / account holder | $9,510 | $7,943+19.7% | $13,006-26.9% | $6,935+37.1% |