Filed September 14, 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 | $150,090 | $102,422+46.5% | $147,117+2.0% | $80,959+85.4% |
| Participation rate | 16.3% | 75.9%-59.5pp | 82.2%-65.9pp | 67.7%-51.3pp |
| Annual return | 14.00% | 135.16%-121.2pp | 420.54%-406.5pp | 35.67%-21.7pp |
| Employer contribution / active EE | $963 | $3,717-74.1% | $4,932-80.5% | $2,757-65.1% |
| Participant deferral / active EE | $1,629 | $6,652-75.5% | $8,065-79.8% | $4,300-62.1% |
| Admin fee / account holder | $7,544 | $7,953-5.1% | $12,993-41.9% | $6,925+8.9% |