Filed December 15, 2021
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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant 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 | $33,285 | $98,652-66.3% | $142,942-76.7% | $82,448-59.6% |
| Participation rate | 45.7% | 72.8%-27.0pp | 76.8%-31.1pp | 68.1%-22.4pp |
| Annual return | 16.65% | 22.65%-6.0pp | 113.70%-97.0pp | 41.64%-25.0pp |
| Employer contribution / active EE | $0 | $3,211-100.0% | $4,139-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $1,411 | $5,580-74.7% | $7,128-80.2% | $4,139-65.9% |
| Admin fee / account holder | $1,412 | $8,078-82.5% | $12,475-88.7% | $7,234-80.5% |