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 | $57,056 | $97,648-41.6% | $121,663-53.1% | $87,485-34.8% |
| Participation rate | 45.5% | 70.5%-25.0pp | 74.5%-29.0pp | 68.9%-23.5pp |
| Annual return | 33.07% | 18.03%+15.0pp | 147.54%-114.5pp | 26.06%+7.0pp |
| Employer contribution / active EE | $0 | $2,300-100.0% | $3,020-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $1,808 | $3,923-53.9% | $4,887-63.0% | $4,274-57.7% |
| Admin fee / account holder | $10,146 | $11,100-8.6% | $14,289-29.0% | $7,775+30.5% |