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 | $98,635 | $123,793-20.3% | $177,840-44.5% | $79,852+23.5% |
| Participation rate | 51.5% | 84.7%-33.1pp | 87.7%-36.2pp | 69.6%-18.1pp |
| Annual return | 10.53% | 22.82%-12.3pp | 48.32%-37.8pp | 31.72%-21.2pp |
| Employer contribution / active EE | $0 | $4,095-100.0% | $5,919-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $3,707 | $5,956-37.8% | $7,714-51.9% | $3,740-0.9% |
| Admin fee / account holder | $2,015 | $7,243-72.2% | $12,431-83.8% | $5,306-62.0% |