Filed April 29, 2021
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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer 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.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $19,640 | $64,705-69.6% | $62,929-68.8% | $67,986-71.1% |
| Participation rate | 54.0% | 65.6%-11.6pp | 73.1%-19.1pp | 57.2%-3.2pp |
| Annual return | 10.92% | 20.31%-9.4pp | 1063.93%-1053.0pp | 31.67%-20.7pp |
| Employer contribution / active EE | $442 | $2,376-81.4% | $2,505-82.4% | $2,019-78.1% |
| Participant deferral / active EE | $1,385 | $3,198-56.7% | $3,888-64.4% | $3,358-58.8% |
| Admin fee / account holder | $2,327 | $1,428+62.9% | $5,065-54.1% | $3,203-27.4% |