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 | $26,991 | $76,669-64.8% | $96,520-72.0% | $71,495-62.2% |
| Participation rate | 47.8% | 66.6%-18.8pp | 74.3%-26.6pp | 67.9%-20.2pp |
| Annual return | 17.72% | 48.29%-30.6pp | 35.72%-18.0pp | 28.85%-11.1pp |
| Employer contribution / active EE | $1,832 | $3,031-39.6% | $3,739-51.0% | $2,589-29.2% |
| Participant deferral / active EE | $1,218 | $3,771-67.7% | $4,879-75.0% | $4,291-71.6% |
| Admin fee / account holder | $2,335 | $2,028+15.1% | $6,733-65.3% | $1,588+47.1% |