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 | $77,164-39.8% | $178,014-73.9% | $80,874-42.6% |
| Participation rate | 68.5% | 65.7%+2.8pp | 77.1%-8.5pp | 67.6%+0.9pp |
| Annual return | 9.70% | 18.09%-8.4pp | 294.80%-285.1pp | 35.62%-25.9pp |
| Employer contribution / active EE | $1,035 | $2,288-54.8% | $3,950-73.8% | $2,756-62.4% |
| Participant deferral / active EE | $3,536 | $4,408-19.8% | $6,276-43.7% | $4,297-17.7% |
| Admin fee / account holder | $13,579 | $7,164+89.5% | $10,362+31.0% | $6,935+95.8% |