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.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $38,318 | $57,330-33.2% | $86,656-55.8% | $75,177-49.0% |
| Participation rate | 63.6% | 63.2%+0.4pp | 71.7%-8.1pp | 67.2%-3.6pp |
| Annual return | -7.08% | 2675.40%-2682.5pp | 593.09%-600.2pp | 160.75%-167.8pp |
| Employer contribution / active EE | $0 | $2,316-100.0% | $3,025-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $1,046 | $3,320-68.5% | $4,439-76.4% | $4,126-74.7% |
| Admin fee / account holder | $491 | $4,115-88.1% | $5,619-91.3% | $5,651-91.3% |