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 | $106,749-35.2% | $145,433-52.4% | $82,448-16.1% |
| Participation rate | 43.8% | 75.6%-31.9pp | 82.1%-38.4pp | 68.1%-24.3pp |
| Annual return | 10.86% | 27.59%-16.7pp | 66.58%-55.7pp | 41.64%-30.8pp |
| Employer contribution / active EE | $2,257 | $3,444-34.5% | $4,554-50.4% | $2,551-11.5% |
| Participant deferral / active EE | $5,266 | $6,519-19.2% | $7,897-33.3% | $4,139+27.2% |
| Admin fee / account holder | $21,814 | $8,390+160.0% | $13,129+66.2% | $7,234+201.5% |