Filed January 7, 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 | $92,797 | $81,557+13.8% | $123,973-25.1% | $65,191+42.3% |
| Participation rate | 12.9% | 77.8%-64.9pp | 76.7%-63.7pp | 63.0%-50.1pp |
| Annual return | 20.78% | 11.45%+9.3pp | 388.13%-367.4pp | 51.24%-30.5pp |
| Employer contribution / active EE | $839 | $4,637-81.9% | $4,126-79.7% | $2,400-65.0% |
| Participant deferral / active EE | $1,079 | $2,628-58.9% | $5,247-79.4% | $2,671-59.6% |
| Admin fee / account holder | $1,315 | $1,040+26.5% | $11,799-88.9% | $907+45.0% |