Filed September 28, 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 | $67,749 | $138,386-51.0% | $184,260-63.2% | $80,935-16.3% |
| Participation rate | 67.6% | 83.9%-16.2pp | 86.8%-19.2pp | 67.7%0pp |
| Annual return | 19.85% | 20.02%-0.2pp | 28.84%-9.0pp | 35.66%-15.8pp |
| Employer contribution / active EE | $913 | $4,851-81.2% | $6,427-85.8% | $2,757-66.9% |
| Participant deferral / active EE | $3,167 | $7,076-55.2% | $9,133-65.3% | $4,299-26.3% |
| Admin fee / account holder | $1,175 | $10,489-88.8% | $13,898-91.5% | $6,924-83.0% |