Filed October 15, 2021
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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 | $33,444 | $54,729-38.9% | $86,235-61.2% | $71,529-53.2% |
| Participation rate | 33.6% | 60.1%-26.6pp | 69.0%-35.4pp | 67.9%-34.4pp |
| Annual return | 16.16% | 20.07%-3.9pp | 1170.03%-1153.9pp | 28.97%-12.8pp |
| Employer contribution / active EE | $222 | $1,267-82.5% | $2,381-90.7% | $2,590-91.4% |
| Participant deferral / active EE | $2,524 | $3,110-18.8% | $3,987-36.7% | $4,291-41.2% |
| Admin fee / account holder | $6,853 | $1,921+256.7% | $6,8560% | $1,588+331.4% |