Filed April 22, 2022
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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 | $39,623 | $65,704-39.7% | $94,229-58.0% | $59,633-33.6% |
| Participation rate | 56.3% | 72.1%-15.9pp | 78.8%-22.5pp | 68.7%-12.4pp |
| Annual return | -4.51% | 5.22%-9.7pp | 10.68%-15.2pp | 2041.45%-2046.0pp |
| Employer contribution / active EE | $2,356 | $2,021+16.6% | $3,587-34.3% | $2,203+7.0% |
| Participant deferral / active EE | $3,344 | $3,143+6.4% | $4,320-22.6% | $3,192+4.8% |
| Admin fee / account holder | $3,047 | $4,265-28.6% | $6,269-51.4% | $4,297-29.1% |