Filed November 3, 2020
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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.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,328 | $84,236-69.9% | $170,435-85.1% | $70,126-63.9% |
| Participation rate | 27.8% | 70.8%-43.1pp | 83.6%-55.8pp | 69.5%-41.8pp |
| Annual return | 16.01% | 23.06%-7.1pp | 205.94%-189.9pp | 73.15%-57.1pp |
| Employer contribution / active EE | $708 | $3,387-79.1% | $5,432-87.0% | $2,343-69.8% |
| Participant deferral / active EE | $1,275 | $3,086-58.7% | $4,939-74.2% | $3,332-61.7% |
| Admin fee / account holder | $11,268 | $5,698+97.7% | $13,881-18.8% | $4,645+142.6% |