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 | $160,040+33.0% | $147,096+44.8% | $145,877+46.0% |
| Participation rate | 53.8% | 84.0%-30.2pp | 82.2%-28.3pp | 80.3%-26.5pp |
| Annual return | 10.67% | 98.49%-87.8pp | 419.75%-409.1pp | 551.28%-540.6pp |
| Employer contribution / active EE | $976 | $5,289-81.5% | $4,936-80.2% | $4,663-79.1% |
| Participant deferral / active EE | $8,677 | $8,429+2.9% | $8,071+7.5% | $6,691+29.7% |
| Admin fee / account holder | $92,781 | $15,050+516.5% | $13,005+613.4% | $13,402+592.3% |