Filed May 25, 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 | $55,274 | $54,729+1.0% | $86,235-35.9% | $71,529-22.7% |
| Participation rate | 13.5% | 60.1%-46.6pp | 69.0%-55.4pp | 67.9%-54.4pp |
| Annual return | 17.85% | 20.07%-2.2pp | 1170.03%-1152.2pp | 28.97%-11.1pp |
| Employer contribution / active EE | $0 | $1,267-100.0% | $2,381-100.0% | $2,590-100.0% |
| Participant deferral / active EE | $1,164 | $3,110-62.6% | $3,987-70.8% | $4,291-72.9% |
| Admin fee / account holder | $4,511 | $1,921+134.7% | $6,856-34.2% | $1,588+183.9% |