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 | $11,929 | $42,383-71.9% | $76,518-84.4% | $64,173-81.4% |
| Participation rate | 47.7% | 58.1%-10.4pp | 68.0%-20.3pp | 69.6%-21.8pp |
| Annual return | -7.04% | -16.54%+9.5pp | -0.27%-6.8pp | 7.63%-14.7pp |
| Employer contribution / active EE | $0 | $1,563-100.0% | $2,647-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $2,334 | $2,566-9.1% | $3,836-39.2% | $3,470-32.7% |
| Admin fee / account holder | $448 | $3,198-86.0% | $4,849-90.8% | $4,887-90.8% |