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 | $39,022 | $59,456-34.4% | $93,669-58.3% | $74,429-47.6% |
| Participation rate | 32.7% | 59.6%-26.9pp | 68.7%-36.0pp | 67.2%-34.5pp |
| Annual return | 12.41% | 82.00%-69.6pp | 133.59%-121.2pp | 1368.38%-1356.0pp |
| Employer contribution / active EE | $126 | $1,266-90.1% | $2,424-94.8% | $2,625-95.2% |
| Participant deferral / active EE | $2,051 | $3,052-32.8% | $4,416-53.6% | $4,348-52.8% |
| Admin fee / account holder | $7,332 | $3,026+142.3% | $8,291-11.6% | $1,944+277.1% |