Filed April 13, 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 | $122,066 | $52,306+133.4% | $69,779+74.9% | $62,881+94.1% |
| Participation rate | 52.2% | 67.2%-15.1pp | 71.8%-19.7pp | 69.3%-17.1pp |
| Annual return | 3.47% | 13.35%-9.9pp | 12.99%-9.5pp | 20.14%-16.7pp |
| Employer contribution / active EE | $1,419 | $1,799-21.1% | $2,338-39.3% | $2,281-37.8% |
| Participant deferral / active EE | $4,097 | $2,395+71.1% | $2,931+39.8% | $3,203+27.9% |
| Admin fee / account holder | $41,724 | $3,691+1030.4% | $4,381+852.4% | $4,296+871.3% |