Filed October 26, 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 | $14,150 | $77,920-81.8% | $149,723-90.5% | $75,177-81.2% |
| Participation rate | 14.6% | 65.6%-51.0pp | 78.8%-64.2pp | 67.2%-52.6pp |
| Annual return | 6.41% | 31.72%-25.3pp | 134.50%-128.1pp | 160.75%-154.3pp |
| Employer contribution / active EE | $410 | $3,138-86.9% | $4,821-91.5% | $2,671-84.6% |
| Participant deferral / active EE | $1,140 | $3,411-66.6% | $5,682-79.9% | $4,126-72.4% |
| Admin fee / account holder | $1,226 | $5,951-79.4% | $13,215-90.7% | $5,651-78.3% |