Filed February 11, 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 | $58,788 | $65,566-10.3% | $86,235-31.8% | $75,177-21.8% |
| Participation rate | 55.6% | 60.5%-4.9pp | 69.0%-13.4pp | 67.2%-11.6pp |
| Annual return | 19.14% | 46.07%-26.9pp | 1170.03%-1150.9pp | 160.75%-141.6pp |
| Employer contribution / active EE | $0 | $1,553-100.0% | $2,381-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $2,881 | $3,023-4.7% | $3,987-27.7% | $4,126-30.2% |
| Admin fee / account holder | $388 | $5,470-92.9% | $6,856-94.3% | $5,651-93.1% |