Filed April 6, 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.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $11,489 | $39,798-71.1% | $67,704-83.0% | $59,633-80.7% |
| Participation rate | 33.3% | 57.4%-24.0pp | 67.5%-34.2pp | 68.7%-35.3pp |
| Annual return | 84.96% | 89.94%-5.0pp | 25.41%+59.6pp | 2041.45%-1956.5pp |
| Employer contribution / active EE | $0 | $1,393-100.0% | $2,559-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $1,426 | $2,335-38.9% | $3,585-60.2% | $3,192-55.3% |
| Admin fee / account holder | $420 | $3,212-86.9% | $4,255-90.1% | $4,297-90.2% |