Filed June 9, 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 | $20,102 | $49,177-59.1% | $79,467-74.7% | $64,173-68.7% |
| Participation rate | 42.4% | 65.0%-22.6pp | 73.3%-30.9pp | 69.6%-27.1pp |
| Annual return | -2.68% | -1.16%-1.5pp | 718.30%-721.0pp | 7.63%-10.3pp |
| Employer contribution / active EE | $140 | $2,076-93.3% | $2,800-95.0% | $2,381-94.1% |
| Participant deferral / active EE | $1,034 | $2,821-63.4% | $3,704-72.1% | $3,470-70.2% |
| Admin fee / account holder | $1,247 | $3,839-67.5% | $5,104-75.6% | $4,887-74.5% |