Filed February 18, 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 | $63,223 | $105,200-39.9% | $159,474-60.4% | $85,847-26.4% |
| Participation rate | 69.4% | 75.8%-6.3pp | 82.8%-13.4pp | 69.3%+0.1pp |
| Annual return | 6.38% | 45.08%-38.7pp | 263.68%-257.3pp | 318.61%-312.2pp |
| Employer contribution / active EE | $1,766 | $3,319-46.8% | $4,831-63.4% | $2,565-31.1% |
| Participant deferral / active EE | $3,820 | $5,946-35.8% | $7,353-48.1% | $3,952-3.3% |
| Admin fee / account holder | $4,010 | $6,934-42.2% | $10,802-62.9% | $6,261-36.0% |