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 | $127,546 | $185,905-31.4% | $170,057-25.0% | $139,487-8.6% |
| Participation rate | 66.7% | 87.8%-21.1pp | 87.0%-20.3pp | 80.3%-13.7pp |
| Annual return | 12.09% | 60.56%-48.5pp | 53.42%-41.3pp | 373.84%-361.8pp |
| Employer contribution / active EE | $6,591 | $7,597-13.2% | $6,790-2.9% | $4,755+38.6% |
| Participant deferral / active EE | $0 | $11,627-100.0% | $10,411-100.0% | $6,713-100.0% |
| Admin fee / account holder | $3,700 | $15,397-76.0% | $12,826-71.2% | $11,407-67.6% |