Filed April 2, 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 | $127,255 | $85,766+48.4% | $136,298-6.6% | $70,126+81.5% |
| Participation rate | 30.2% | 74.2%-43.9pp | 81.9%-51.7pp | 69.5%-39.3pp |
| Annual return | 40.76% | 31.46%+9.3pp | 5156.27%-5115.5pp | 73.15%-32.4pp |
| Employer contribution / active EE | $0 | $2,966-100.0% | $4,696-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $5,776 | $5,051+14.4% | $6,247-7.5% | $3,332+73.4% |
| Admin fee / account holder | $23,974 | $5,421+342.3% | $9,244+159.3% | $4,645+416.1% |