Filed September 27, 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.
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $1,686,626 | $82,678+1940.0% | $125,391+1245.1% | $68,490+2362.6% |
| Participation rate | 0.0% | 75.1%-75.1pp | 82.4%-82.4pp | 67.9%-67.9pp |
| Annual return | -23.32% | -5.97%-17.4pp | 572.41%-595.7pp | -7.85%-15.5pp |
| Employer contribution / active EE | $2,911 | $3,382-13.9% | $4,816-39.6% | $2,597+12.1% |
| Participant deferral / active EE | $7,048 | $6,111+15.3% | $7,448-5.4% | $4,028+75.0% |
| Admin fee / account holder | $111,510 | $6,277+1676.4% | $10,009+1014.1% | $5,403+1963.9% |