Filed March 10, 2022
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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $70,941 | $209,405-66.1% | $178,486-60.3% | $158,931-55.4% |
| Participation rate | 50.0% | 86.4%-36.4pp | 81.9%-31.9pp | 82.0%-32.0pp |
| Annual return | 20.65% | 188.77%-168.1pp | 151.08%-130.4pp | 302.86%-282.2pp |
| Employer contribution / active EE | $1,398 | $5,707-75.5% | $5,011-72.1% | $4,761-70.6% |
| Participant deferral / active EE | $557 | $5,954-90.6% | $5,202-89.3% | $5,982-90.7% |
| Admin fee / account holder | $30,411 | $17,076+78.1% | $13,985+117.5% | $11,247+170.4% |