Filed March 26, 2021
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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $86,854 | $73,839+17.6% | $143,788-39.6% | $68,495+26.8% |
| Participation rate | 65.3% | 66.7%-1.4pp | 80.3%-15.0pp | 67.9%-2.6pp |
| Annual return | -21.47% | 1.01%-22.5pp | -0.03%-21.4pp | -7.84%-13.6pp |
| Employer contribution / active EE | $2,301 | $3,184-27.7% | $4,952-53.5% | $2,596-11.4% |
| Participant deferral / active EE | $4,224 | $3,384+24.8% | $5,638-25.1% | $4,028+4.9% |
| Admin fee / account holder | $28,185 | $5,755+389.8% | $14,675+92.1% | $5,403+421.6% |