Filed December 8, 2020
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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.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $38,755 | $48,274-19.7% | $63,517-39.0% | $59,632-35.0% |
| Participation rate | 44.2% | 66.3%-22.1pp | 71.0%-26.8pp | 68.7%-24.5pp |
| Annual return | -1.97% | -240.79%+238.8pp | -70.30%+68.3pp | 2041.32%-2043.3pp |
| Employer contribution / active EE | $0 | $1,586-100.0% | $2,322-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $3,735 | $2,343+59.5% | $2,953+26.5% | $3,192+17.0% |
| Admin fee / account holder | $648 | $3,600-82.0% | $5,892-89.0% | $4,297-84.9% |