Filed May 18, 2021
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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 | $46,439 | $78,015-40.5% | $178,505-74.0% | $80,959-42.6% |
| Participation rate | 68.5% | 65.7%+2.9pp | 77.1%-8.6pp | 67.7%+0.9pp |
| Annual return | 9.70% | 18.10%-8.4pp | 27.16%-17.5pp | 35.67%-26.0pp |
| Employer contribution / active EE | $1,035 | $2,281-54.6% | $3,955-73.8% | $2,757-62.5% |
| Participant deferral / active EE | $3,536 | $4,406-19.7% | $6,280-43.7% | $4,300-17.8% |
| Admin fee / account holder | $13,579 | $7,160+89.6% | $10,428+30.2% | $6,925+96.1% |