Filed August 31, 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 | $13,828 | $48,284-71.4% | $67,524-79.5% | $80,911-82.9% |
| Participation rate | 55.6% | 66.4%-10.8pp | 72.9%-17.3pp | 67.6%-12.1pp |
| Annual return | 13.07% | 18.27%-5.2pp | 3519.41%-3506.3pp | 35.63%-22.6pp |
| Employer contribution / active EE | $364 | $2,021-82.0% | $2,734-86.7% | $2,756-86.8% |
| Participant deferral / active EE | $649 | $2,927-77.8% | $4,001-83.8% | $4,297-84.9% |
| Admin fee / account holder | $496 | $3,688-86.5% | $4,001-87.6% | $6,935-92.8% |