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 | $24,431 | $58,275-58.1% | $81,844-70.1% | $80,935-69.8% |
| Participation rate | 64.5% | 63.5%+1.1pp | 72.4%-7.9pp | 67.7%-3.1pp |
| Annual return | 3.24% | 41.82%-38.6pp | 778.87%-775.6pp | 35.66%-32.4pp |
| Employer contribution / active EE | $697 | $2,346-70.3% | $2,916-76.1% | $2,757-74.7% |
| Participant deferral / active EE | $3,563 | $3,285+8.5% | $4,323-17.6% | $4,299-17.1% |
| Admin fee / account holder | $4,874 | $4,749+2.6% | $7,355-33.7% | $6,924-29.6% |