Filed December 16, 2021
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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 | $17,917 | $56,894-68.5% | $84,753-78.9% | $62,881-71.5% |
| Participation rate | 38.7% | 68.5%-29.8pp | 76.6%-37.9pp | 69.3%-30.6pp |
| Annual return | -23.95% | 6.30%-30.3pp | 22.78%-46.7pp | 20.14%-44.1pp |
| Employer contribution / active EE | $3,562 | $2,400+48.4% | $3,574-0.3% | $2,281+56.2% |
| Participant deferral / active EE | $2,662 | $2,709-1.8% | $3,712-28.3% | $3,203-16.9% |
| Admin fee / account holder | $1,295 | $3,581-63.8% | $5,333-75.7% | $4,296-69.8% |