Filed December 30, 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.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $169,308 | $167,522+1.1% | $151,639+11.7% | $134,532+25.8% |
| Participation rate | 57.1% | 88.4%-31.2pp | 87.5%-30.3pp | 81.2%-24.1pp |
| Annual return | -32.04% | 7.81%-39.9pp | 3.34%-35.4pp | 418.27%-450.3pp |
| Employer contribution / active EE | $0 | $6,828-100.0% | $6,165-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $13,363 | $8,986+48.7% | $8,363+59.8% | $6,401+108.8% |
| Admin fee / account holder | $1,798 | $13,780-87.0% | $11,613-84.5% | $11,429-84.3% |