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 | $88,186-25.3% | $165,071-60.1% | $74,459-11.5% |
| Participation rate | 37.5% | 73.1%-35.6pp | 78.6%-41.1pp | 67.2%-29.7pp |
| Annual return | 15.41% | 17.13%-1.7pp | 70.17%-54.8pp | 1369.70%-1354.3pp |
| Employer contribution / active EE | $1,048 | $2,600-59.7% | $4,347-75.9% | $2,626-60.1% |
| Participant deferral / active EE | $2,150 | $4,505-52.3% | $6,035-64.4% | $4,350-50.6% |
| Admin fee / account holder | $4,567 | $2,234+104.4% | $12,695-64.0% | $1,945+134.8% |