Filed June 30, 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 | $87,519 | $49,896+75.4% | $80,627+8.5% | $75,173+16.4% |
| Participation rate | 47.1% | 55.3%-8.3pp | 67.0%-20.0pp | 67.2%-20.1pp |
| Annual return | -3.43% | 34.67%-38.1pp | 936.76%-940.2pp | 160.72%-164.1pp |
| Employer contribution / active EE | $1,011 | $1,699-40.5% | $2,723-62.9% | $2,671-62.2% |
| Participant deferral / active EE | $1,880 | $2,992-37.2% | $4,443-57.7% | $4,126-54.4% |
| Admin fee / account holder | $13,262 | $3,578+270.7% | $5,381+146.5% | $5,651+134.7% |