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 | $32,097 | $104,482-69.3% | $159,455-79.9% | $79,393-59.6% |
| Participation rate | 50.4% | 76.6%-26.2pp | 82.8%-32.4pp | 70.7%-20.3pp |
| Annual return | 20.94% | 67.96%-47.0pp | 263.63%-242.7pp | 116.87%-95.9pp |
| Employer contribution / active EE | $0 | $3,416-100.0% | $4,830-100.0% | $2,428-100.0% |
| Participant deferral / active EE | $5,165 | $6,467-20.1% | $7,353-29.8% | $4,046+27.7% |
| Admin fee / account holder | $1,355 | $711+90.5% | $10,800-87.5% | $627+116.3% |