Filed February 11, 2020
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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.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $76,082 | $71,197+6.9% | $93,669-18.8% | $80,925-6.0% |
| Participation rate | 50.0% | 60.4%-10.4pp | 68.7%-18.7pp | 67.7%-17.7pp |
| Annual return | 16.11% | 11.27%+4.8pp | 133.59%-117.5pp | 35.65%-19.5pp |
| Employer contribution / active EE | $0 | $1,565-100.0% | $2,424-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $2,855 | $4,036-29.3% | $4,416-35.4% | $4,299-33.6% |
| Admin fee / account holder | $2,221 | $6,959-68.1% | $8,291-73.2% | $6,940-68.0% |