Filed November 13, 2020
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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 | $41,429 | $99,957-58.6% | $149,745-72.3% | $73,497-43.6% |
| Participation rate | 36.8% | 75.7%-38.9pp | 82.5%-45.6pp | 70.7%-33.8pp |
| Annual return | 15.77% | 53.87%-38.1pp | 276.72%-261.0pp | 28.51%-12.7pp |
| Employer contribution / active EE | $8 | $3,191-99.8% | $4,646-99.8% | $2,270-99.7% |
| Participant deferral / active EE | $3,317 | $6,073-45.4% | $6,843-51.5% | $3,740-11.3% |
| Admin fee / account holder | $5,251 | $551+853.6% | $9,312-43.6% | $513+923.5% |