Filed June 13, 2021
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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $85,111 | $81,487+4.4% | $102,412-16.9% | $80,935+5.2% |
| Participation rate | 60.6% | 66.8%-6.2pp | 74.5%-13.9pp | 67.7%-7.1pp |
| Annual return | 9.63% | 25.60%-16.0pp | 24.94%-15.3pp | 35.66%-26.0pp |
| Employer contribution / active EE | $4,927 | $3,103+58.8% | $3,870+27.3% | $2,757+78.7% |
| Participant deferral / active EE | $4,906 | $3,871+26.7% | $5,060-3.1% | $4,299+14.1% |
| Admin fee / account holder | $17,635 | $6,717+162.5% | $8,388+110.2% | $6,924+154.7% |