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 | $145,431-27.7% | $211,142-50.2% | $87,485+20.2% |
| Participation rate | 54.5% | 84.7%-30.2pp | 87.3%-32.7pp | 68.9%-14.4pp |
| Annual return | 11.55% | 27.21%-15.7pp | 46.84%-35.3pp | 26.06%-14.5pp |
| Employer contribution / active EE | $0 | $4,662-100.0% | $6,442-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $4,535 | $6,859-33.9% | $9,284-51.1% | $4,274+6.1% |
| Admin fee / account holder | $10,073 | $17,052-40.9% | $19,076-47.2% | $7,775+29.6% |