Filed July 13, 2022
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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 | $73,299 | $43,133+69.9% | $89,414-18.0% | $73,493-0.3% |
| Participation rate | 11.2% | 55.0%-43.8pp | 68.0%-56.8pp | 70.7%-59.5pp |
| Annual return | 20.57% | 135.66%-115.1pp | 245.50%-224.9pp | 28.51%-7.9pp |
| Employer contribution / active EE | $217 | $1,438-84.9% | $2,586-91.6% | $2,270-90.5% |
| Participant deferral / active EE | $1,072 | $2,445-56.1% | $3,890-72.4% | $3,740-71.3% |
| Admin fee / account holder | $4,846 | $444+992.0% | $4,883-0.8% | $513+844.5% |