Filed March 22, 2021
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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 | $15,834 | $46,360-65.8% | $147,617-89.3% | $52,331-69.7% |
| Participation rate | 48.0% | 64.9%-16.9pp | 84.6%-36.6pp | 68.1%-20.1pp |
| Annual return | -0.03% | 1.62%-1.6pp | 61.98%-62.0pp | 4.54%-4.6pp |
| Employer contribution / active EE | $0 | $2,126-100.0% | $5,564-100.0% | $1,882-100.0% |
| Participant deferral / active EE | $915 | $2,258-59.5% | $4,895-81.3% | $3,022-69.7% |
| Admin fee / account holder | $1,575 | $766+105.7% | $11,612-86.4% | $592+166.3% |