Filed February 5, 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 | $54,131 | $79,223-31.7% | $102,460-47.2% | $74,478-27.3% |
| Participation rate | 41.7% | 74.8%-33.0pp | 76.5%-34.8pp | 67.2%-25.5pp |
| Annual return | 11.26% | 54.98%-43.7pp | 29.47%-18.2pp | 1370.56%-1359.3pp |
| Employer contribution / active EE | $809 | $2,363-65.8% | $3,025-73.3% | $2,626-69.2% |
| Participant deferral / active EE | $940 | $4,417-78.7% | $5,056-81.4% | $4,350-78.4% |
| Admin fee / account holder | $6,152 | $2,003+207.1% | $9,460-35.0% | $1,946+216.2% |