Filed February 1, 2021
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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer 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.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $5,440 | $148,623-96.3% | $135,974-96.0% | $139,466-96.1% |
| Participation rate | 69.2% | 83.9%-14.6pp | 81.9%-12.7pp | 80.3%-11.1pp |
| Annual return | 30.17% | 79.30%-49.1pp | 68.30%-38.1pp | 373.66%-343.5pp |
| Employer contribution / active EE | $0 | $5,246-100.0% | $4,859-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $3,046 | $8,103-62.4% | $7,760-60.7% | $6,712-54.6% |
| Admin fee / account holder | $336 | $12,406-97.3% | $10,767-96.9% | $11,409-97.1% |