Filed June 25, 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 | $40,039 | $58,241-31.3% | $81,780-51.0% | $80,911-50.5% |
| Participation rate | 50.6% | 63.4%-12.9pp | 72.4%-21.8pp | 67.6%-17.1pp |
| Annual return | 8.74% | 41.73%-33.0pp | 776.27%-767.5pp | 35.63%-26.9pp |
| Employer contribution / active EE | $693 | $2,343-70.4% | $2,914-76.2% | $2,756-74.9% |
| Participant deferral / active EE | $2,380 | $3,283-27.5% | $4,321-44.9% | $4,297-44.6% |
| Admin fee / account holder | $8,997 | $4,973+80.9% | $7,384+21.8% | $6,935+29.7% |