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 | $55,801 | $58,275-4.2% | $81,844-31.8% | $80,935-31.1% |
| Participation rate | 64.5% | 63.5%+1.1pp | 72.4%-7.9pp | 67.7%-3.1pp |
| Annual return | 38.28% | 41.82%-3.5pp | 778.87%-740.6pp | 35.66%+2.6pp |
| Employer contribution / active EE | $0 | $2,346-100.0% | $2,916-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $1,236 | $3,285-62.4% | $4,323-71.4% | $4,299-71.3% |
| Admin fee / account holder | $2,529 | $4,749-46.7% | $7,355-65.6% | $6,924-63.5% |