Filed August 17, 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 | $33,104 | $60,139-45.0% | $90,461-63.4% | $79,856-58.5% |
| Participation rate | 60.0% | 65.0%-5.0pp | 72.7%-12.7pp | 69.6%-9.6pp |
| Annual return | 13.21% | 71.96%-58.8pp | 1294.76%-1281.6pp | 31.71%-18.5pp |
| Employer contribution / active EE | $0 | $2,069-100.0% | $3,264-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $1,008 | $2,939-65.7% | $3,964-74.6% | $3,741-73.1% |
| Admin fee / account holder | $1,073 | $3,978-73.0% | $5,617-80.9% | $5,306-79.8% |