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 | $160,028+33.1% | $147,080+44.8% | $145,884+46.0% |
| Participation rate | 53.8% | 84.0%-30.2pp | 82.2%-28.3pp | 80.3%-26.5pp |
| Annual return | 10.67% | 98.60%-87.9pp | 420.17%-409.5pp | 551.85%-541.2pp |
| Employer contribution / active EE | $976 | $5,286-81.5% | $4,933-80.2% | $4,662-79.1% |
| Participant deferral / active EE | $8,677 | $8,422+3.0% | $8,066+7.6% | $6,690+29.7% |
| Admin fee / account holder | $92,781 | $15,030+517.3% | $12,989+614.3% | $13,392+592.8% |