Filed August 18, 2021
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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant 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 | $89,263 | $160,059-44.2% | $140,019-36.2% | $135,380-34.1% |
| Participation rate | 66.7% | 88.5%-21.9pp | 87.5%-20.8pp | 82.6%-16.0pp |
| Annual return | -5.69% | 911.48%-917.2pp | 651.17%-656.9pp | 519.81%-525.5pp |
| Employer contribution / active EE | $10,346 | $6,420+61.2% | $5,605+84.6% | $4,779+116.5% |
| Participant deferral / active EE | $0 | $7,641-100.0% | $6,927-100.0% | $5,609-100.0% |
| Admin fee / account holder | $4,455 | $13,328-66.6% | $10,705-58.4% | $10,828-58.9% |