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 | $81,487+41.0% | $102,412+12.2% | $80,935+42.0% |
| Participation rate | 40.9% | 66.8%-25.9pp | 74.5%-33.6pp | 67.7%-26.8pp |
| Annual return | 9.44% | 25.60%-16.2pp | 24.94%-15.5pp | 35.66%-26.2pp |
| Employer contribution / active EE | $2,502 | $3,103-19.4% | $3,870-35.3% | $2,757-9.2% |
| Participant deferral / active EE | $2,568 | $3,871-33.6% | $5,060-49.2% | $4,299-40.3% |
| Admin fee / account holder | $2,910 | $6,717-56.7% | $8,388-65.3% | $6,924-58.0% |