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 | $82,674+1940.1% | $125,358+1245.4% | $68,498+2362.3% |
| Participation rate | 0.0% | 75.0%-75.0pp | 82.4%-82.4pp | 67.9%-67.9pp |
| Annual return | -23.32% | -5.97%-17.4pp | 572.03%-595.4pp | -7.84%-15.5pp |
| Employer contribution / active EE | $2,911 | $3,381-13.9% | $4,814-39.5% | $2,596+12.1% |
| Participant deferral / active EE | $7,048 | $6,111+15.3% | $7,447-5.3% | $4,027+75.0% |
| Admin fee / account holder | $111,510 | $6,276+1676.7% | $10,007+1014.3% | $5,403+1963.8% |