Filed October 26, 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 | $26,151 | $77,638-66.3% | $156,551-83.3% | $62,881-58.4% |
| Participation rate | 68.6% | 71.2%-2.6pp | 84.0%-15.4pp | 69.3%-0.7pp |
| Annual return | 7.54% | 50.33%-42.8pp | 32.23%-24.7pp | 20.14%-12.6pp |
| Employer contribution / active EE | $1,841 | $3,444-46.6% | $5,501-66.5% | $2,281-19.3% |
| Participant deferral / active EE | $661 | $3,046-78.3% | $4,871-86.4% | $3,203-79.4% |
| Admin fee / account holder | $578 | $5,561-89.6% | $13,028-95.6% | $4,296-86.5% |