Filed December 2, 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 | $52,128 | $86,701-39.9% | $73,309-28.9% | $125,389-58.4% |
| Participation rate | 66.7% | 78.6%-11.9pp | 74.9%-8.2pp | 83.2%-16.5pp |
| Annual return | -1.75% | 2.78%-4.5pp | 5.67%-7.4pp | 282.24%-284.0pp |
| Employer contribution / active EE | $0 | $4,152-100.0% | $3,237-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $2,675 | $5,549-51.8% | $4,991-46.4% | $5,352-50.0% |
| Admin fee / account holder | $1,889 | $7,768-75.7% | $5,635-66.5% | $9,541-80.2% |