Filed February 4, 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 | $37,551 | $77,908-51.8% | $149,696-74.9% | $75,173-50.0% |
| Participation rate | 55.0% | 65.6%-10.6pp | 78.8%-23.8pp | 67.2%-12.2pp |
| Annual return | 20.27% | 31.73%-11.5pp | 134.46%-114.2pp | 160.72%-140.4pp |
| Employer contribution / active EE | $316 | $3,138-89.9% | $4,821-93.5% | $2,671-88.2% |
| Participant deferral / active EE | $4,509 | $3,411+32.2% | $5,682-20.6% | $4,126+9.3% |
| Admin fee / account holder | $8,607 | $5,950+44.7% | $13,212-34.9% | $5,651+52.3% |