Filed December 30, 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 | $231,267 | $209,847+10.2% | $189,520+22.0% | $167,518+38.1% |
| Participation rate | 55.6% | 88.7%-33.1pp | 87.8%-32.2pp | 82.1%-26.6pp |
| Annual return | 5.52% | 748.45%-742.9pp | 555.25%-549.7pp | 478.71%-473.2pp |
| Employer contribution / active EE | $0 | $6,913-100.0% | $6,161-100.0% | $4,838-100.0% |
| Participant deferral / active EE | $8,833 | $8,934-1.1% | $8,220+7.5% | $6,342+39.3% |
| Admin fee / account holder | $22,650 | $14,295+58.4% | $12,046+88.0% | $12,312+84.0% |