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.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $22,494 | $57,330-60.8% | $86,656-74.0% | $75,177-70.1% |
| Participation rate | 66.7% | 63.2%+3.5pp | 71.7%-5.0pp | 67.2%-0.5pp |
| Annual return | 8.62% | 2675.40%-2666.8pp | 593.09%-584.5pp | 160.75%-152.1pp |
| Employer contribution / active EE | $676 | $2,316-70.8% | $3,025-77.7% | $2,671-74.7% |
| Participant deferral / active EE | $2,866 | $3,320-13.7% | $4,439-35.4% | $4,126-30.6% |
| Admin fee / account holder | $3,723 | $4,115-9.5% | $5,619-33.7% | $5,651-34.1% |