Filed August 10, 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 | $60,480 | $59,819+1.1% | $79,583-24.0% | $68,490-11.7% |
| Participation rate | 68.2% | 61.1%+7.2pp | 69.5%-1.3pp | 67.9%+0.3pp |
| Annual return | -20.34% | -12.30%-8.0pp | 0.16%-20.5pp | -7.85%-12.5pp |
| Employer contribution / active EE | $1,693 | $1,505+12.5% | $2,414-29.9% | $2,597-34.8% |
| Participant deferral / active EE | $3,360 | $3,025+11.1% | $3,986-15.7% | $4,028-16.6% |
| Admin fee / account holder | $9,408 | $4,835+94.6% | $6,835+37.6% | $5,403+74.1% |