Filed May 10, 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 | $20,022 | $37,436-46.5% | $77,513-74.2% | $79,858-74.9% |
| Participation rate | 53.3% | 41.5%+11.8pp | 54.2%-0.9pp | 69.6%-16.3pp |
| Annual return | 9.16% | 39.75%-30.6pp | 54.81%-45.6pp | 31.72%-22.6pp |
| Employer contribution / active EE | $209 | $637-67.2% | $987-78.8% | $2,471-91.5% |
| Participant deferral / active EE | $847 | $1,261-32.8% | $1,861-54.5% | $3,740-77.3% |
| Admin fee / account holder | $8,746 | $2,505+249.1% | $2,859+205.9% | $5,306+64.8% |