Filed June 10, 2022
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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $19,576 | $57,352-65.9% | $83,831-76.6% | $64,173-69.5% |
| Participation rate | 41.8% | 68.6%-26.8pp | 76.1%-34.4pp | 69.6%-27.8pp |
| Annual return | -9.80% | 11.38%-21.2pp | 850.99%-860.8pp | 7.63%-17.4pp |
| Employer contribution / active EE | $1,370 | $2,546-46.2% | $3,631-62.3% | $2,381-42.5% |
| Participant deferral / active EE | $1,888 | $2,993-36.9% | $4,082-53.8% | $3,470-45.6% |
| Admin fee / account holder | $531 | $4,046-86.9% | $5,479-90.3% | $4,887-89.1% |