Filed June 1, 2022
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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 | $43,021 | $45,152-4.7% | $73,835-41.7% | $59,633-27.9% |
| Participation rate | 17.9% | 64.0%-46.2pp | 73.4%-55.6pp | 68.7%-50.8pp |
| Annual return | -3.60% | 27.40%-31.0pp | 2268.13%-2271.7pp | 2041.40%-2045.0pp |
| Employer contribution / active EE | $0 | $1,901-100.0% | $2,788-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $1,149 | $2,573-55.4% | $3,583-67.9% | $3,192-64.0% |
| Admin fee / account holder | $4,269 | $3,515+21.5% | $4,880-12.5% | $4,297-0.7% |