Filed September 27, 2021
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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 | $65,891 | $88,087-25.2% | $164,866-60.0% | $74,546-11.6% |
| Participation rate | 37.5% | 73.1%-35.6pp | 78.6%-41.1pp | 67.2%-29.7pp |
| Annual return | 15.41% | 17.27%-1.9pp | 69.97%-54.6pp | 1366.03%-1350.6pp |
| Employer contribution / active EE | $1,048 | $2,595-59.6% | $4,343-75.9% | $2,624-60.1% |
| Participant deferral / active EE | $2,150 | $4,499-52.2% | $6,033-64.4% | $4,347-50.6% |
| Admin fee / account holder | $4,567 | $2,232+104.7% | $12,689-64.0% | $1,944+135.0% |