Filed October 13, 2020
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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.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $212,928 | $160,070+33.0% | $147,117+44.7% | $145,897+45.9% |
| Participation rate | 53.8% | 84.0%-30.2pp | 82.2%-28.3pp | 80.3%-26.5pp |
| Annual return | 10.67% | 98.69%-88.0pp | 420.54%-409.9pp | 552.29%-541.6pp |
| Employer contribution / active EE | $976 | $5,285-81.5% | $4,932-80.2% | $4,663-79.1% |
| Participant deferral / active EE | $8,677 | $8,419+3.1% | $8,065+7.6% | $6,689+29.7% |
| Admin fee / account holder | $92,781 | $15,035+517.1% | $12,993+614.1% | $13,390+592.9% |