Filed March 19, 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 | $59,327 | $150,447-60.6% | $136,298-56.5% | $147,586-59.8% |
| Participation rate | 38.1% | 84.4%-46.3pp | 81.9%-43.8pp | 82.8%-44.7pp |
| Annual return | 15.34% | 1049.15%-1033.8pp | 5156.27%-5140.9pp | 578.59%-563.3pp |
| Employer contribution / active EE | $661 | $5,256-87.4% | $4,696-85.9% | $4,876-86.4% |
| Participant deferral / active EE | $2,182 | $6,631-67.1% | $6,247-65.1% | $5,439-59.9% |
| Admin fee / account holder | $14,564 | $10,906+33.5% | $9,244+57.6% | $10,886+33.8% |