Filed April 2, 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 | $69,743 | $77,817-10.4% | $123,553-43.6% | $64,173+8.7% |
| Participation rate | 52.6% | 74.7%-22.1pp | 82.3%-29.7pp | 69.6%-16.9pp |
| Annual return | -8.80% | 12.49%-21.3pp | 119.21%-128.0pp | 7.63%-16.4pp |
| Employer contribution / active EE | $0 | $3,014-100.0% | $4,628-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $8,105 | $5,240+54.7% | $6,426+26.1% | $3,470+133.6% |
| Admin fee / account holder | $18,055 | $5,519+227.1% | $9,284+94.5% | $4,887+269.4% |