Filed June 1, 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 | $29,096 | $68,996-57.8% | $159,991-81.8% | $68,495-57.5% |
| Participation rate | 67.9% | 65.4%+2.4pp | 78.0%-10.1pp | 67.9%0pp |
| Annual return | -20.23% | -9.65%-10.6pp | 408.82%-429.1pp | -7.84%-12.4pp |
| Employer contribution / active EE | $1,793 | $2,212-19.0% | $4,225-57.6% | $2,596-31.0% |
| Participant deferral / active EE | $3,137 | $4,211-25.5% | $6,183-49.3% | $4,028-22.1% |
| Admin fee / account holder | $2,635 | $4,797-45.1% | $8,715-69.8% | $5,403-51.2% |