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 | $39,220 | $65,440-40.1% | $98,506-60.2% | $85,851-54.3% |
| Participation rate | 61.3% | 65.0%-3.7pp | 73.3%-12.1pp | 69.3%-8.0pp |
| Annual return | 16.89% | 21.75%-4.9pp | 1494.92%-1478.0pp | 318.63%-301.7pp |
| Employer contribution / active EE | $0 | $2,169-100.0% | $2,961-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $1,033 | $3,168-67.4% | $4,277-75.8% | $3,952-73.9% |
| Admin fee / account holder | $661 | $4,596-85.6% | $5,955-88.9% | $6,261-89.4% |