Filed June 25, 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.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $105,053 | $73,459+43.0% | $178,528-41.2% | $74,429+41.1% |
| Participation rate | 68.6% | 66.5%+2.0pp | 77.1%-8.5pp | 67.2%+1.4pp |
| Annual return | 11.36% | 17.50%-6.1pp | 27.11%-15.8pp | 1368.38%-1357.0pp |
| Employer contribution / active EE | $0 | $2,219-100.0% | $3,950-100.0% | $2,625-100.0% |
| Participant deferral / active EE | $5,831 | $4,515+29.2% | $6,278-7.1% | $4,348+34.1% |
| Admin fee / account holder | $8,651 | $1,812+377.4% | $10,419-17.0% | $1,944+344.9% |