Filed August 2, 2021
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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 | $66,092 | $65,704+0.6% | $94,229-29.9% | $59,633+10.8% |
| Participation rate | 62.2% | 72.1%-9.9pp | 78.8%-16.6pp | 68.7%-6.5pp |
| Annual return | -2.77% | 5.22%-8.0pp | 10.68%-13.5pp | 2041.45%-2044.2pp |
| Employer contribution / active EE | $664 | $2,021-67.2% | $3,587-81.5% | $2,203-69.9% |
| Participant deferral / active EE | $2,579 | $3,143-18.0% | $4,320-40.3% | $3,192-19.2% |
| Admin fee / account holder | $1,830 | $4,265-57.1% | $6,269-70.8% | $4,297-57.4% |