Filed January 28, 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 | $16,598 | $54,370-69.5% | $82,763-79.9% | $68,490-75.8% |
| Participation rate | 68.0% | 63.9%+4.1pp | 72.6%-4.6pp | 67.9%+0.1pp |
| Annual return | -13.12% | -13.67%+0.6pp | 702.45%-715.6pp | -7.85%-5.3pp |
| Employer contribution / active EE | $796 | $2,219-64.2% | $3,008-73.6% | $2,597-69.4% |
| Participant deferral / active EE | $2,701 | $3,247-16.8% | $4,395-38.5% | $4,028-32.9% |
| Admin fee / account holder | $5,515 | $4,398+25.4% | $5,325+3.6% | $5,403+2.1% |