Filed June 9, 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 | $21,992 | $53,128-58.6% | $86,582-74.6% | $70,126-68.6% |
| Participation rate | 48.4% | 65.3%-16.9pp | 73.5%-25.2pp | 69.5%-21.2pp |
| Annual return | 11.41% | 27.66%-16.3pp | 965.08%-953.7pp | 73.15%-61.7pp |
| Employer contribution / active EE | $850 | $2,068-58.9% | $2,839-70.1% | $2,343-63.7% |
| Participant deferral / active EE | $1,184 | $2,695-56.1% | $3,609-67.2% | $3,332-64.5% |
| Admin fee / account holder | $1,488 | $3,584-58.5% | $4,904-69.7% | $4,645-68.0% |