Filed December 27, 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 | $69,188 | $106,864-35.3% | $147,318-53.0% | $82,637-16.3% |
| Participation rate | 43.8% | 75.5%-31.8pp | 82.1%-38.3pp | 68.1%-24.3pp |
| Annual return | 10.86% | 27.49%-16.6pp | 70.43%-59.6pp | 53.51%-42.6pp |
| Employer contribution / active EE | $2,257 | $3,417-33.9% | $4,593-50.9% | $2,552-11.6% |
| Participant deferral / active EE | $5,266 | $6,496-18.9% | $7,906-33.4% | $4,126+27.6% |
| Admin fee / account holder | $21,814 | $8,415+159.2% | $13,708+59.1% | $7,339+197.2% |