Filed December 27, 2021
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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant 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 | $29,622 | $80,748-63.3% | $102,383-71.1% | $74,429-60.2% |
| Participation rate | 30.5% | 65.7%-35.2pp | 74.5%-44.1pp | 67.2%-36.8pp |
| Annual return | 23.99% | 27.57%-3.6pp | 24.94%-0.9pp | 1368.38%-1344.4pp |
| Employer contribution / active EE | $1,041 | $3,159-67.0% | $3,870-73.1% | $2,625-60.3% |
| Participant deferral / active EE | $1,136 | $3,861-70.6% | $5,060-77.5% | $4,348-73.9% |
| Admin fee / account holder | $4,417 | $2,371+86.3% | $8,391-47.4% | $1,944+127.2% |