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 | $105,199 | $146,267-28.1% | $197,124-46.6% | $82,448+27.6% |
| Participation rate | 54.5% | 84.0%-29.5pp | 86.7%-32.2pp | 68.1%-13.5pp |
| Annual return | 11.55% | 29.61%-18.1pp | 44.34%-32.8pp | 41.64%-30.1pp |
| Employer contribution / active EE | $0 | $4,723-100.0% | $6,227-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $4,535 | $7,035-35.5% | $9,135-50.3% | $4,139+9.6% |
| Admin fee / account holder | $10,073 | $14,422-30.2% | $16,298-38.2% | $7,234+39.2% |