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 | $137,619 | $209,888-34.4% | $189,545-27.4% | $167,553-17.9% |
| Participation rate | 66.7% | 88.7%-22.0pp | 87.8%-21.1pp | 82.1%-15.4pp |
| Annual return | 12.55% | 748.66%-736.1pp | 555.36%-542.8pp | 478.89%-466.3pp |
| Employer contribution / active EE | $6,828 | $6,915-1.3% | $6,162+10.8% | $4,840+41.1% |
| Participant deferral / active EE | $0 | $8,934-100.0% | $8,220-100.0% | $6,343-100.0% |
| Admin fee / account holder | $3,738 | $14,300-73.9% | $12,049-69.0% | $12,316-69.6% |