Filed March 23, 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 | $114,929 | $81,446+41.1% | $103,374+11.2% | $80,874+42.1% |
| Participation rate | 40.9% | 66.9%-25.9pp | 74.5%-33.6pp | 67.6%-26.7pp |
| Annual return | 9.44% | 25.57%-16.1pp | 24.89%-15.4pp | 35.62%-26.2pp |
| Employer contribution / active EE | $2,502 | $3,107-19.5% | $3,869-35.3% | $2,756-9.2% |
| Participant deferral / active EE | $2,568 | $3,870-33.6% | $5,058-49.2% | $4,297-40.2% |
| Admin fee / account holder | $2,910 | $6,715-56.7% | $8,394-65.3% | $6,935-58.0% |