Filed December 22, 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 | $37,508 | $81,208-53.8% | $98,920-62.1% | $79,856-53.0% |
| Participation rate | 62.5% | 72.5%-10.0pp | 76.0%-13.5pp | 69.6%-7.1pp |
| Annual return | 13.64% | 60.99%-47.4pp | 196.47%-182.8pp | 31.71%-18.1pp |
| Employer contribution / active EE | $0 | $1,960-100.0% | $2,689-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $1,873 | $3,265-42.6% | $4,245-55.9% | $3,741-49.9% |
| Admin fee / account holder | $2,352 | $6,013-60.9% | $6,643-64.6% | $5,306-55.7% |