Filed November 18, 2021
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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.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $23,223 | $82,678-71.9% | $125,391-81.5% | $68,490-66.1% |
| Participation rate | 48.4% | 75.1%-26.6pp | 82.4%-34.0pp | 67.9%-19.5pp |
| Annual return | -23.33% | -5.97%-17.4pp | 572.41%-595.7pp | -7.85%-15.5pp |
| Employer contribution / active EE | $540 | $3,382-84.0% | $4,816-88.8% | $2,597-79.2% |
| Participant deferral / active EE | $5,116 | $6,111-16.3% | $7,448-31.3% | $4,028+27.0% |
| Admin fee / account holder | $1,511 | $6,277-75.9% | $10,009-84.9% | $5,403-72.0% |