Filed December 16, 2020
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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 | $99,748 | $88,360+12.9% | $145,433-31.4% | $67,986+46.7% |
| Participation rate | 43.5% | 65.5%-22.0pp | 82.1%-38.6pp | 57.2%-13.7pp |
| Annual return | 14.17% | 63.15%-49.0pp | 66.58%-52.4pp | 31.67%-17.5pp |
| Employer contribution / active EE | $682 | $3,054-77.7% | $4,554-85.0% | $2,019-66.2% |
| Participant deferral / active EE | $5,362 | $5,932-9.6% | $7,897-32.1% | $3,358+59.7% |
| Admin fee / account holder | $12,764 | $3,313+285.2% | $13,129-2.8% | $3,203+298.5% |