Filed March 29, 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 | $50,279 | $58,828-14.5% | $78,002-35.5% | $62,881-20.0% |
| Participation rate | 31.1% | 71.1%-39.9pp | 75.5%-44.4pp | 69.3%-38.2pp |
| Annual return | 3.23% | 17.16%-13.9pp | 425.99%-422.8pp | 20.14%-16.9pp |
| Employer contribution / active EE | $0 | $1,672-100.0% | $2,470-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $1,610 | $2,686-40.1% | $3,497-54.0% | $3,203-49.7% |
| Admin fee / account holder | $9,975 | $4,393+127.0% | $5,481+82.0% | $4,296+132.2% |