Filed February 11, 2021
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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 | $90,942 | $60,139+51.2% | $90,461+0.5% | $79,856+13.9% |
| Participation rate | 28.6% | 65.0%-36.4pp | 72.7%-44.1pp | 69.6%-41.1pp |
| Annual return | 19.23% | 71.96%-52.7pp | 1294.76%-1275.5pp | 31.71%-12.5pp |
| Employer contribution / active EE | $0 | $2,069-100.0% | $3,264-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $9,694 | $2,939+229.9% | $3,964+144.5% | $3,741+159.2% |
| Admin fee / account holder | $22,761 | $3,978+472.1% | $5,617+305.2% | $5,306+328.9% |